WisdomTree US MidCap Fund
EZM
172 hedge funds and large institutions have $510M invested in WisdomTree US MidCap Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 9 closing their positions.
67% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 9
5% more capital invested
Capital invested by funds: $484M → $510M (+$25.7M)
2.05% more ownership
Funds ownership: 59.6% → 61.66% (+2.1%)
1% more funds holding
Funds holding: 170 → 172 (+2)
8% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 52
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$12.4M |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
+$7.14M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$4.42M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.77M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EH
Equitable Holdings
New York
|
-$3.72M |
| 2 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.92M |
| 3 |
WWM
Westwood Wealth Management
Los Angeles,
California
|
-$2.9M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.63M |
| 5 |
FG
Foster Group
West Des Moines,
Iowa
|
-$1.3M |
EZM Hedge Fund Activity: Q1 2026 in Review
172 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US MidCap Fund (EZM) for Q1 2026, worth a combined $510M — up 5.3% from $484M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new EZM positions and 9 closed out — a net gain of 6 holders — while 48 added to existing stakes and 52 trimmed.
The largest buyer was LPL Financial, adding an estimated $12.4M. The largest seller was Equitable Holdings, cutting an estimated $3.72M.
- 172 institutional investors held WisdomTree US MidCap Fund (EZM) as of Q1 2026, up from 170 in Q4 2025.
- Funds reported $510M of WisdomTree US MidCap Fund stock for Q1 2026, up 5.3% quarter-over-quarter.
- 15 funds opened new WisdomTree US MidCap Fund positions in Q1 2026 and 9 closed out, a net change of +6 holders.
- The largest WisdomTree US MidCap Fund buyer in Q1 2026 was LPL Financial, an estimated $12.4M added.
- The largest WisdomTree US MidCap Fund seller in Q1 2026 was Equitable Holdings, an estimated $3.72M sold.
Based on aggregated 13F filings for Q1 2026.