WisdomTree US MidCap Fund
EZM
187 hedge funds and large institutions have $582M invested in WisdomTree US MidCap Fund in 2026 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 66 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
14% more capital invested
Capital invested by funds: $510M → $582M (+$72.6M)
9% more funds holding
Funds holding: 172 → 187 (+15)
0.86% more ownership
Funds ownership: 61.66% → 62.52% (+0.86%)
33% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DC
Davenport & Co
Richmond,
Virginia
|
+$12M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$2.71M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.34M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$1.63M |
| 5 |
TF
Theory Financial
Fort Collins,
Colorado
|
+$1.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$7.28M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.9M |
| 3 |
Bank of New York Mellon
New York
|
-$2.18M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.17M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$1.89M |
EZM Hedge Fund Activity: Q2 2026 in Review
187 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q2 2026, worth a combined $582M — up 14% from $510M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new EZM positions and 4 closed out — a net gain of 17 holders — while 44 added to existing stakes and 66 trimmed.
The largest buyer was Davenport & Co, adding an estimated $12M. The largest seller was Baird Financial Group, cutting an estimated $7.28M.
- 187 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q2 2026, up from 172 in Q1 2026.
- Funds reported $582M of WisdomTree US MidCap Fund stock for Q2 2026, up 14% quarter-over-quarter.
- 21 funds opened new WisdomTree US MidCap Fund positions in Q2 2026 and 4 closed out, a net change of +17 holders.
- The largest WisdomTree US MidCap Fund buyer in Q2 2026 was Davenport & Co, an estimated $12M added.
- The largest WisdomTree US MidCap Fund seller in Q2 2026 was Baird Financial Group, an estimated $7.28M sold.
Based on aggregated 13F filings for Q2 2026.