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Action Point Financial Planning’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Action Point Financial Planning’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 		$6.14K Buy
+106
New +$6.09K ﹤0.01% 1711

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

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

Action Point Financial Planning opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 106 shares worth $6.14K. The stake represents ﹤0.01% of the portfolio and ranks #1711 among its holdings.

112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Action Point Financial Planning held 106 shares of WisdomTree US Efficient Core Fund worth $6.14K as of Q2 2026.
  • WisdomTree US Efficient Core Fund was a new Action Point Financial Planning position in Q2 2026.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1711 holding.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

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