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WisdomTree US MidCap Fund

169 hedge funds and large institutions have $693M invested in WisdomTree US MidCap Fund in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 6

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

38% more capital invested

Capital invested by funds: $504M → $693M (+$189M)

17% more funds holding

Funds holding: 145169 (+24)

2.69% more ownership

Funds ownership: 58.79%61.49% (+2.7%)

16% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 51

Holders
169
Holders Change
+24
Holders Change %
+16.55%
% of All Funds
2.06%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.06%
New
31
Increased
43
Reduced
51
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
1
Align Financial
Minnesota
$207M +$13.7M +207,280 New
DC
2
Davenport & Co
Virginia
$41.4M +$3.46M +52,338 +9%
UBS Group
3
UBS Group
Switzerland
$40.3M -$682K -10,327 -2%
Bank of America
4
Bank of America
North Carolina
$33.8M -$165K -2,500 -0.5%
Morgan Stanley
5
Morgan Stanley
New York
$30.7M -$225K -3,401 -0.7%
Truist Financial
6
Truist Financial
North Carolina
$25M -$1.03M -15,616 -4%
Baird Financial Group
7
Baird Financial Group
Wisconsin
$22.2M +$524K +7,930 +2%
FIM
8
Freedom Investment Management
Connecticut
$20.1M -$728K -11,028 -4%
CPC
9
Consolidated Planning Corp
Georgia
$17.1M +$3.67M +55,633 +28%
LPL Financial
10
LPL Financial
California
$16.7M -$47.6M -720,772 -74%
IC
11
IEQ Capital
California
$13.6M -$100K -1,515 -0.7%
CCA
12
Clearwater Capital Advisors
Illinois
$12.3M +$291K +4,406 +2%
PAG
13
Private Advisor Group
New Jersey
$11.6M +$547K +8,289 +5%
HighTower Advisors
14
HighTower Advisors
Illinois
$10.4M -$156K -2,355 -1%
Raymond James Financial
15
Raymond James Financial
Florida
$9.99M +$568K +8,597 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.82M +$3.57M +54,086 +69%
JP Morgan Chase
17
JP Morgan Chase
New York
$8.08M -$235K -3,554 -3%
SPIA
18
Steward Partners Investment Advisory
New York
$6.97M -$1.2M -18,183 -15%
PWM
19
Provident Wealth Management
Tennessee
$6.58M +$249K +3,777 +4%
EH
20
Equitable Holdings
New York
$6.23M +$196K +2,972 +3%
Wells Fargo
21
Wells Fargo
California
$6.12M -$261K -3,959 -4%
PFPG
22
Pinnacle Financial Partners (Georgia)
Georgia
$5.81M +$5.74M +86,942 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.74M -$19K -288 -0.3%
DKCM
24
Davidson Kahn Capital Management
California
$5.66M +$318K +4,813 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.45M +$34.7K +526 +0.6%

EZM Hedge Fund Activity: Q4 2025 in Review

169 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q4 2025, worth a combined $693M — up 38% from $504M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EZM positions and 6 closed out — a net gain of 25 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.

  • 169 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q4 2025, up from 145 in Q3 2025.
  • Funds reported $693M of WisdomTree US MidCap Fund stock for Q4 2025, up 38% quarter-over-quarter.
  • 31 funds opened new WisdomTree US MidCap Fund positions in Q4 2025 and 6 closed out, a net change of +25 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.