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

AE 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
Q1 		$485K Buy
9,293
+996
+12% +$54.3K ﹤0.01% 1131
2025
Q4 		$455K Buy
8,297
+2,048
+33% +$112K ﹤0.01% 1103
2025
Q3 		$337K Sell
6,249
-2,392
-28% -$124K ﹤0.01% 1136
2025
Q2 		$433K Sell
8,641
-1,483
-15% -$68.6K ﹤0.01% 977
2025
Q1 		$459K Sell
10,124
-3,336
-25% -$157K ﹤0.01% 945
2024
Q4 		$628K Buy
13,460
+731
+6% +$34.7K 0.01% 834
2024
Q3 		$598K Sell
12,729
-1,212
-9% -$54.7K 0.01% 833
2024
Q2 		$612K Sell
13,941
-982
-7% -$41.5K 0.01% 829
2024
Q1 		$630K Sell
14,923
-350,633
-96% -$14.3M 0.01% 763
2023
Q4 		$14.6M Buy
365,556
+52,521
+17% +$1.92M 0.07% 307
2023
Q3 		$10.9M Buy
313,035
+7,146
+2% +$263K 0.07% 359
2023
Q2 		$11.3M Buy
305,889
+18,371
+6% +$655K 0.07% 347
2023
Q1 		$10.1M Buy
287,518
+24,499
+9% +$833K 0.06% 338
2022
Q4 		$8.53M Buy
263,019
+22,800
+9% +$745K 0.06% 357
2022
Q3 		$7.35M Buy
240,219
+56,181
+31% +$1.96M 0.06% 347
2022
Q2 		$6.14M Buy
184,038
+94,977
+107% +$3.43M 0.05% 374
2022
Q1 		$3.61M Buy
89,061
+59,597
+202% +$2.43M 0.02% 534
2021
Q4 		$1.31M Sell
29,464
-267
-0.9% -$11.5K 0.01% 841
2021
Q3 		$1.21M Sell
29,731
-46,956
-61% -$1.97M 0.01% 813
2021
Q2 		$3.12M Buy
+76,687
New +$3.02M 0.03% 496

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AE Wealth Management's NTSX Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 12% in Q1 2026, buying an estimated $54.3K and bringing the position to 9,293 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

AE Wealth Management first reported a position in NTSX in Q2 2021 and has held it in 20 quarters since. The position peaked at $14.6M in Q4 2023. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • AE Wealth Management held 9,293 shares of WisdomTree US Efficient Core Fund worth $485K as of Q1 2026.
  • AE Wealth Management bought 996 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $54.3K.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1131 holding.
  • AE Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2021 and has held it in 20 quarters since.
  • AE Wealth Management's WisdomTree US Efficient Core Fund position peaked at $14.6M in Q4 2023.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.