AmeriFlex Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

AmeriFlex Group’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	$24.4K	Buy	+414	New	+$23.8K	0.01%	658
2025 Q3	–	Sell	-11,675	Closed	-$578K	–	1257
2025 Q2	$578K	Hold	11,675	–	–	0.3%	67
2025 Q1	$529K	Buy	11,675 +33	+0.3%	+$1.56K	0.22%	103
2024 Q4	$561K	Buy	+11,642	New	+$552K	0.26%	87

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AmeriFlex Group's NTSX Position: Q2 2026 in Review

AmeriFlex Group opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 414 shares worth $24.4K. The stake represents 0.01% of the portfolio and ranks #658 among its holdings. This is a return to the name: AmeriFlex Group previously reported a position in NTSX as recently as Q2 2025.

AmeriFlex Group first reported a position in NTSX in Q4 2024 and has held it in 4 quarters since. The position peaked at $578K in Q2 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

AmeriFlex Group held 414 shares of WisdomTree US Efficient Core Fund worth $24.4K as of Q2 2026.
WisdomTree US Efficient Core Fund was a new AmeriFlex Group position in Q2 2026.
WisdomTree US Efficient Core Fund made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #658 holding.
AmeriFlex Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 4 quarters since.
AmeriFlex Group's WisdomTree US Efficient Core Fund position peaked at $578K in Q2 2025.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.