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46 Peaks LLC’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

46 Peaks LLC’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$22.8M Sell
386,537
-56,451
-13% -$3.24M 14.35% 2
2026
Q1 		$23.1M Buy
442,988
+14,473
+3% +$789K 16.82% 2
2025
Q4 		$23.5M Buy
+428,515
New +$23.4M 17.23% 2

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

46 Peaks LLC's NTSX Position: Q2 2026 in Review

46 Peaks LLC reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 13% in Q2 2026, selling an estimated $3.24M and leaving 386,537 shares worth $22.8M. The position accounts for 14.35% of the portfolio, ranked #2.

46 Peaks LLC first reported a position in NTSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $23.5M in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • 46 Peaks LLC held 386,537 shares of WisdomTree US Efficient Core Fund worth $22.8M as of Q2 2026.
  • 46 Peaks LLC sold 56,451 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $3.24M.
  • WisdomTree US Efficient Core Fund made up 14.35% of 46 Peaks LLC's portfolio in Q2 2026, its #2 holding.
  • 46 Peaks LLC first reported a position in WisdomTree US Efficient Core Fund in Q4 2025 and has held it in 3 quarters since.
  • 46 Peaks LLC's WisdomTree US Efficient Core Fund position peaked at $23.5M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on 46 Peaks LLC's 13F filing for Q2 2026, filed 4 Aug 2026.