WisdomTree US MidCap Fund
EZM
170 hedge funds and large institutions have $484M invested in WisdomTree US MidCap Fund in 2025 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
17% more funds holding
Funds holding: 145 → 170 (+25)
0.81% more ownership
Funds ownership: 58.79% → 59.6% (+0.81%)
4% less capital invested
Capital invested by funds: $504M → $484M (-$19.6M)
16% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CPC
Consolidated Planning Corp
Atlanta,
Georgia
|
+$3.67M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.57M |
| 3 |
DC
Davenport & Co
Richmond,
Virginia
|
+$3.46M |
| 4 |
WWM
Westwood Wealth Management
Los Angeles,
California
|
+$2.86M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$47.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.75M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.27M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$1.03M |
EZM Hedge Fund Activity: Q4 2025 in Review
170 of the 8,270 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2025, worth a combined $484M — down 3.9% from $504M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new EZM positions and 6 closed out — a net gain of 26 holders — while 43 added to existing stakes and 51 trimmed.
The largest buyer was Consolidated Planning Corp, adding an estimated $3.67M. The largest seller was LPL Financial, cutting an estimated $47.6M.
- 170 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2025, up from 145 in Q3 2025.
- Funds reported $484M of WisdomTree US MidCap Fund stock for Q4 2025, down 3.9% quarter-over-quarter.
- 32 funds opened new WisdomTree US MidCap Fund positions in Q4 2025 and 6 closed out, a net change of +26 holders.
- The largest WisdomTree US MidCap Fund buyer in Q4 2025 was Consolidated Planning Corp, an estimated $3.67M added.
- The largest WisdomTree US MidCap Fund seller in Q4 2025 was LPL Financial, an estimated $47.6M sold.
Based on aggregated 13F filings for Q4 2025.