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WisdomTree MidCap Earnings Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of WisdomTree MidCap Earnings Fund (EZM) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in WisdomTree MidCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Earnings Fund held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Earnings Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $165k 2.2k 75.78

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View all positions for EP Wealth Advisors

Top funds holding WisdomTree MidCap Earnings Fund

Davenport & Co
UBS Group
Bank of America Corporation
Branch Banking & Trust Company
Morgan Stanley
LPL Financial
Eqis Capital Management
Consolidated Planning Corp
Baird Financial
Ieq Capital
Bsc Private Wealth Management
Private Advisor
Steward Partners Investment Advisory
Royal Bank of Canada
Jpmorgan Chase & Co

View all funds holding WisdomTree MidCap Earnings Fund