Who owns EZM?
WisdomTree U.S. MidCap Earnings Fund · WisdomTree
187 institutions reported holding EZM, worth $588.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EZM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| DAVENPORT & Co LLC | Richmond, VA | $67.4M | 889,118 | +166,225 shares |
| UBS Group AG | Zurich, Switzerland | $39.9M | 526,139 | −53,881 shares |
| Morgan Stanley | New York, NY | $35.6M | 469,226 | +9,320 shares |
| Bank of America Corp. | Charlotte, NC | $35.2M | 464,685 | −29,961 shares |
| Truist Financial Corp. | Charlotte, NC | $35.0M | 461,410 | +22,485 shares |
| LPL Financial LLC | Fort Mill, SC | $33.8M | 446,533 | +17,385 shares |
| Freedom Investment Management, Inc. | South Windsor, CT | $21.5M | 284,274 | −9,774 shares |
| CPC Advisors, LLC | Atlanta, GA | $20.3M | 267,688 | +5,379 shares |
| Baird Financial Group, Inc. | Milwaukee, WI | $16.9M | 222,376 | −100,438 shares |
| IEQ Capital, LLC | Foster City, CA | $15.4M | 203,578 | No change |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EZM?
187 institutional managers reported holding EZM in Form 13F filings for June 30, 2026, worth $588.3M in total. The largest reported position was held by DAVENPORT & Co LLC, at $67.4M.
Did institutions buy or sell EZM last quarter?
Reported 13F value rose 15.6% from March 31, 2026, which includes price moves as well as buying and selling. 22 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EZM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.