Freedom Investment Management, Inc. EZM — WISDOMTREE TRUST MDCP EARN FUND

Ownership history in Freedom Investment Management, Inc.  ·  31 quarters on record

AI Ownership Summary

Freedom Investment Management, Inc. reported WISDOMTREE TRUST MDCP EARN FUND (EZM) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 5.87% in 2026 Q1. The latest visible filing shows EZM at 5.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EZM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Freedom Investment Management, Inc.'s position in WISDOMTREE TRUST MDCP EARN FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EZM was reported at 5.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.87% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EZM stock page Freedom Investment Management, Inc. fund profile Freedom Investment Management, Inc. full holdings
How Freedom Investment Management, Inc. held EZM — position size vs. price
% of Fund (quarterly)    EZM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 294,048 -7,471 -2.5% 5.87% $19.8M 2026-04-22 $71.79
2025 Q4 REDUCED — — — 301,519 -11,028 -3.5% 5.86% $20.1M 2026-02-06 $71.34
2025 Q3 REDUCED — — — 312,547 -13,447 -4.1% 5.45% $20.6M 2025-11-14 $64.07
2025 Q2 ADDED — — — 325,994 +13,879 +4.4% 1.61% $20.1M 2025-07-30 $62.29
2025 Q1 ADDED — — — 312,115 +563 +0.2% 1.56% $18.6M 2025-05-14 $60.04
2024 Q4 REDUCED 5.5% -4.4% ✅ 311,552 -17,982 -5.5% 1.62% $19.5M 2025-02-13 $62.85
2024 Q3 REDUCED — — — 329,534 -11,496 -3.4% 1.64% $20.5M 2024-11-13 $64.14
2024 Q2 ADDED — — — 341,030 +3,542 +1.0% 1.61% $19.7M 2024-08-13 $57.19
2024 Q1 REDUCED 6.9% -5.9% ✅ 337,488 -25,008 -6.9% 1.65% $20.6M 2024-05-14 $58.38
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EZM

As of 2026 Q2 — sorted by position size

Roan Capital Partners 3.01% TopTier Wealth Management, LLC 2.78% CPC Advisors, LLC 3Y 2.74% Davidson Kahn Capital Management, LLC 2.59% Sylvest Advisors, LLC 2.12% Lauer Wealth, LLC 3Y 1.62% Breakwater Capital Group 3Y 0.71% Great Point Wealth Advisors, LLC 3Y 7Y 0.57% CRUX WEALTH ADVISORS 0.55% Aurora Private Wealth, Inc. 3Y 0.53%

FAQ About Freedom Investment Management, Inc. and EZM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Freedom Investment Management, Inc. reported owning EZM?

Freedom Investment Management, Inc. reported EZM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported EZM position in Freedom Investment Management, Inc.'s portfolio?

The largest reported portfolio weight for EZM was 5.87% in 2026 Q1.

What is the latest reported EZM position on this page?

The most recent filing on this page is 2026 Q1, when Freedom Investment Management, Inc. reported 294,048 shares, equal to 5.87% of portfolio, with an estimated market value of $19.8M.

What does the chart on this EZM ownership page compare?

The chart compares Freedom Investment Management, Inc.'s quarterly EZM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Freedom Investment Management, Inc. time their EZM position?

Based on 13F filing dates vs. subsequent EZM price moves, Freedom Investment Management, Inc. correctly timed 18 out of 30 reported position changes (60%). The annualised alpha on EZM relative to SPY over the holding period was -2.3%.

← Back to Freedom Investment Management, Inc. Holdings