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NBC Securities’s WisdomTree WT Stock Holding History

NBC Securities’s Portfolio WT Stock Details WT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Buy
16,809
+5,328
+46% +$94.3K 0.02% 724
2026
Q1 		$167K Buy
+11,481
New +$177K 0.01% 896
2023
Q4 		– Sell
-400
Closed -$2K – 2238
2023
Q3 		$2K Buy
+400
New +$2.8K ﹤0.01% 2040

Other funds holding WT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

NBC Securities's WT Position: Q2 2026 in Review

NBC Securities increased its WisdomTree (WT) stake by 46% in Q2 2026, buying an estimated $94.3K and bringing the position to 16,809 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #724.

NBC Securities first reported a position in WT in Q3 2023 and has held it in 3 quarters since. 310 funds tracked by Wall St. Rank hold WT as of Q2 2026.

  • NBC Securities held 16,809 shares of WisdomTree worth $285K as of Q2 2026.
  • NBC Securities bought 5,328 WisdomTree shares in Q2 2026, an estimated $94.3K.
  • WisdomTree made up 0.02% of NBC Securities's portfolio in Q2 2026, its #724 holding.
  • NBC Securities first reported a position in WisdomTree in Q3 2023 and has held it in 3 quarters since.
  • 310 funds tracked by Wall St. Rank held WisdomTree as of Q2 2026.

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