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NBC Securities’s WisdomTree US LargeCap Fund EPS Stock Holding History

NBC Securities’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$289K Buy
3,709
+94
+3% +$7.12K 0.02% 720
2026
Q1 		$246K Sell
3,615
-2,290
-39% -$162K 0.02% 771
2025
Q4 		$418K Sell
5,905
-840
-12% -$58.7K 0.03% 567
2025
Q3 		$465K Sell
6,745
-52
-0.8% -$3.46K 0.04% 529
2025
Q2 		$435K Sell
6,797
-615
-8% -$36.7K 0.04% 541
2025
Q1 		$439K Buy
7,412
+7,409
+246,967% +$458K 0.04% 499
2024
Q4 		$201 Sell
3
-3,004
-100% -$186K 0.02% 747
2024
Q3 		$180K Buy
3,007
+695
+30% +$40.2K 0.02% 814
2024
Q2 		$131K Sell
2,312
-107
-4% -$5.91K 0.01% 883
2024
Q1 		$134K Sell
2,419
-10,206
-81% -$535K 0.01% 869
2023
Q4 		$632K Buy
12,625
+3,245
+35% +$153K 0.06% 335
2023
Q3 		$429K Buy
+9,380
New +$443K 0.05% 431

Other funds holding EPS

FT
Fiduciary Trust Boston, Massachusetts $9.19B AUM 25.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IA
Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NBC Securities's EPS Position: Q2 2026 in Review

NBC Securities increased its WisdomTree US LargeCap Fund (EPS) stake by 2.6% in Q2 2026, buying an estimated $7.12K and bringing the position to 3,709 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #720.

NBC Securities first reported a position in EPS in Q3 2023 and has held it in 12 quarters since. The position peaked at $632K in Q4 2023. 175 funds tracked by Wall St. Rank hold EPS as of Q2 2026.

  • NBC Securities held 3,709 shares of WisdomTree US LargeCap Fund worth $289K as of Q2 2026.
  • NBC Securities bought 94 WisdomTree US LargeCap Fund shares in Q2 2026, an estimated $7.12K.
  • WisdomTree US LargeCap Fund made up 0.02% of NBC Securities's portfolio in Q2 2026, its #720 holding.
  • NBC Securities first reported a position in WisdomTree US LargeCap Fund in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's WisdomTree US LargeCap Fund position peaked at $632K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.