Who owns WisdomTree U.S. MidCap Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EZM from SEC Form 13F filings across 186 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 186 institutions disclosed 7.7M shares of WisdomTree U.S. MidCap Fund worth $582.3M — about 62% of shares outstanding; the largest disclosed holder is DAVENPORT & Co LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
186
13F holders
$582.3M
value, 2026 filers
62%
of shares outstanding (7.7M sh)
23
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EZM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | DAVENPORT & Co LLC | 889,118 | $67.4M | 0.3% | 7.2% | +23.0% |
| 2 | UBS Group AG | 526,139 | $39.9M | 0.0% | 4.2% | -9.3% |
| 3 | MORGAN STANLEY | 469,226 | $35.6M | 0.0% | 3.8% | +2.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 464,685 | $35.2M | 0.0% | 3.7% | -6.1% |
| 5 | TRUIST FINANCIAL CORP | 461,410 | $35.0M | 0.0% | 3.7% | +5.1% |
| 6 | LPL Financial LLC | 446,533 | $33.8M | 0.0% | 3.6% | +4.1% |
| 7 | Freedom Investment Management, Inc. | 284,274 | $21.5M | 6.0% | 2.3% | -3.3% |
| 8 | CPC Advisors, LLC | 267,688 | $20.3M | 2.7% | 2.2% | +2.1% |
| 9 | Baird Financial Group, Inc. | 222,376 | $16.9M | 0.0% | 1.8% | -31.1% |
| 10 | IEQ CAPITAL, LLC | 203,578 | $15.4M | 0.1% | 1.6% | 0.0% |
| 11 | Clearwater Capital Advisors, LLC | 192,023 | $14.6M | 1.1% | 1.5% | +0.2% |
| 12 | Private Advisor Group, LLC | 176,452 | $13.4M | 0.1% | 1.4% | +0.8% |
| 13 | Steward Partners Investment Advisory, LLC | 141,949 | $10.8M | 0.1% | 1.1% | +35.8% |
| 14 | ROYAL BANK OF CANADA | 141,724 | $10.7M | 0.0% | 1.1% | -6.9% |
| 15 | JPMORGAN CHASE & CO | 121,786 | $9.2M | 0.0% | 1% | +1.5% |
| 16 | WELLS FARGO & COMPANY/MN | 114,836 | $8.7M | 0.0% | 0.9% | -0.2% |
| 17 | HighTower Advisors, LLC | 114,614 | $8.7M | 0.0% | 0.9% | -18.5% |
| 18 | THEORY FINANCIAL LLC | 109,393 | $8.3M | 2.6% | 0.9% | +22.1% |
| 19 | RAYMOND JAMES FINANCIAL INC | 104,998 | $8.0M | 0.0% | 0.8% | -2.1% |
| 20 | Provident Wealth Management, LLC | 101,898 | $7.7M | 2.0% | 0.8% | +2.3% |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 84,755 | $6.4M | 0.0% | 0.7% | +0.5% |
| 22 | Pinnacle Financial Partners, Inc. | 84,335 | $6.4M | 0.0% | 0.7% | -2.9% |
| 23 | Davidson Kahn Capital Management, LLC | 79,471 | $6.0M | 2.6% | 0.6% | -1.4% |
| 24 | Cambridge Investment Research Advisors, Inc. | 78,199 | $5.9M | 0.0% | 0.6% | -2.5% |
| 25 | Breakwater Capital Group | 77,786 | $5.9M | 0.7% | 0.6% | -2.5% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.