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Action Point Financial Planning’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

Action Point Financial Planning’s Portfolio NTSE Stock Details NTSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11K Buy
+64
New +$2.94K ﹤0.01% 2043

Other funds holding NTSE

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Action Point Financial Planning's NTSE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree Emerging Markets Efficient Core Fund (NTSE) in Q2 2026: 64 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #2043 among its holdings.

18 funds tracked by Wall St. Rank hold NTSE as of Q2 2026.

  • Action Point Financial Planning held 64 shares of WisdomTree Emerging Markets Efficient Core Fund worth $3.11K as of Q2 2026.
  • WisdomTree Emerging Markets Efficient Core Fund was a new Action Point Financial Planning position in Q2 2026.
  • WisdomTree Emerging Markets Efficient Core Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2043 holding.
  • 18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.