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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
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 $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

NBC Securities's EZM Position: Q1 2026 in Review

NBC Securities held its WisdomTree US MidCap Fund (EZM) position steady in Q1 2026 at 291 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

NBC Securities first reported a position in EZM in Q3 2023 and has held it in 10 quarters since. 171 funds tracked by Wall St. Rank hold EZM as of Q1 2026.

  • NBC Securities held 291 shares of WisdomTree US MidCap Fund worth $19.6K as of Q1 2026.
  • NBC Securities left its WisdomTree US MidCap Fund share count unchanged in Q1 2026.
  • WisdomTree US MidCap Fund made up ﹤0.01% of NBC Securities's portfolio in Q1 2026, its #1718 holding.
  • NBC Securities first reported a position in WisdomTree US MidCap Fund in Q3 2023 and has held it in 10 quarters since.
  • 171 funds tracked by Wall St. Rank held WisdomTree US MidCap Fund as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.