Who owns WisdomTree U.S. MidCap Fund?
Institutional ownership of EZM from SEC Form 13F filings across 128 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.
128
13F holders
$377.6M
value, 2026 filers
41.9%
of shares outstanding (5.2M sh)
18
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 | UBS Group AG | 526,139 | $39.9M | 0.0% | 4.2% | -9.3% |
| 2 | MORGAN STANLEY | 469,226 | $35.6M | 0.0% | 3.8% | +2.0% |
| 3 | BANK OF AMERICA CORP /DE/ | 464,685 | $35.2M | 0.0% | 3.7% | -6.1% |
| 4 | TRUIST FINANCIAL CORP | 461,410 | $35.0M | 0.0% | 3.7% | +5.1% |
| 5 | LPL Financial LLC | 446,533 | $33.8M | 0.0% | 3.6% | +4.1% |
| 6 | CPC Advisors, LLC | 267,688 | $20.3M | 2.7% | 2.2% | +2.1% |
| 7 | Baird Financial Group, Inc. | 222,376 | $16.9M | 0.0% | 1.8% | -31.1% |
| 8 | IEQ CAPITAL, LLC | 203,578 | $15.4M | 0.1% | 1.6% | 0.0% |
| 9 | Cambridge Investment Research Advisors, Inc. | 156,398 | $11,852 | 0.0% | 1.3% | +95.0% |
| 10 | Steward Partners Investment Advisory, LLC | 141,949 | $10.8M | 0.1% | 1.1% | +35.8% |
| 11 | ROYAL BANK OF CANADA | 141,724 | $10.7M | 0.0% | 1.1% | -6.9% |
| 12 | JPMORGAN CHASE & CO | 121,786 | $9.2M | 0.0% | 1% | +1.5% |
| 13 | WELLS FARGO & COMPANY/MN | 114,836 | $8.7M | 0.0% | 0.9% | -0.2% |
| 14 | HighTower Advisors, LLC | 114,614 | $8.7M | 0.0% | 0.9% | -18.5% |
| 15 | RAYMOND JAMES FINANCIAL INC | 104,998 | $8.0M | 0.0% | 0.8% | -2.1% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 84,755 | $6.4M | 0.0% | 0.7% | +0.5% |
| 17 | Pinnacle Financial Partners, Inc. | 84,335 | $6.4M | 0.0% | 0.7% | -2.9% |
| 18 | AMERIPRISE FINANCIAL INC | 66,417 | $5.0M | 0.0% | 0.5% | +22.1% |
| 19 | Cetera Investment Advisers | 59,953 | $4.5M | 0.0% | 0.5% | -2.8% |
| 20 | CENTRAL TRUST Co | 48,505 | $3.7M | 0.1% | 0.4% | +11.6% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 48,355 | $3.7M | 0.0% | 0.4% | +3.2% |
| 22 | OneDigital Investment Advisors LLC | 41,046 | $3.1M | 0.0% | 0.3% | +2.3% |
| 23 | Kestra Advisory Services, LLC | 39,836 | $3.0M | 0.0% | 0.3% | +62.5% |
| 24 | GHP Investment Advisors, Inc. | 38,393 | $2.9M | 0.1% | 0.3% | -0.5% |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,465 | $2.8M | 0.0% | 0.3% | +762.5% |
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.