AWM
NTSX icon

Abound Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Abound Wealth Management’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 		$6.26K Sell
106
-2
-2% -$115 ﹤0.01% 558
2026
Q1 		$5.65K Buy
+108
New +$5.89K ﹤0.01% 705

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
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
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

Abound Wealth Management's NTSX Position: Q2 2026 in Review

Abound Wealth Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 1.9% in Q2 2026, selling an estimated $115 and leaving 106 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Abound Wealth Management first reported a position in NTSX in Q1 2026 and has held it in 2 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Abound Wealth Management held 106 shares of WisdomTree US Efficient Core Fund worth $6.26K as of Q2 2026.
  • Abound Wealth Management sold 2 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $115.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #558 holding.
  • Abound Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2026 and has held it in 2 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.