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NBC Securities’s WisdomTree US MidCap Fund EZM Stock Holding History

NBC Securities’s Portfolio EZM Stock Details EZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.1K Hold
291
– – ﹤0.01% 1611
2026
Q1 		$19.6K Hold
291
– – ﹤0.01% 1718
2025
Q4 		$19.4K Buy
291
+2
+0.7% +$132 ﹤0.01% 1787
2025
Q3 		$19K Hold
289
– – ﹤0.01% 1767
2025
Q2 		$17K Hold
289
– – ﹤0.01% 1769
2025
Q1 		$17K Buy
+289
New +$18K ﹤0.01% 1545
2024
Q4 		– Sell
-289
Closed -$18K – 1518
2024
Q3 		$18K Buy
289
+1
+0.3% +$60 ﹤0.01% 1542
2024
Q2 		$16K Hold
288
– – ﹤0.01% 1526
2024
Q1 		$17K Hold
288
– – ﹤0.01% 1506
2023
Q4 		$16K Buy
288
+2
+0.7% +$103 ﹤0.01% 1553
2023
Q3 		$14K Buy
+286
New +$15.2K ﹤0.01% 1589

Other funds holding EZM

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $359M AUM 23.01% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return

NBC Securities's EZM Position: Q2 2026 in Review

NBC Securities held its WisdomTree US MidCap Fund (EZM) position steady in Q2 2026 at 291 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

NBC Securities first reported a position in EZM in Q3 2023 and has held it in 11 quarters since. 187 funds tracked by Wall St. Rank hold EZM as of Q2 2026.

  • NBC Securities held 291 shares of WisdomTree US MidCap Fund worth $22.1K as of Q2 2026.
  • NBC Securities left its WisdomTree US MidCap Fund share count unchanged in Q2 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1611 holding.
  • NBC Securities first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 11 quarters since.
  • 187 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q2 2026.

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