Armis Advisers’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Armis Advisers’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 Q3	$748K	Sell	12,530 -1,861	-13%	-$111K	0.06%	208
2026 Q2	$854K	Sell	14,391 -527	-4%	-$30.3K	0.08%	190
2026 Q1	$875K	Sell	14,918 -833	-5%	-$45.4K	0.08%	169
2025 Q4	$810K	Buy	+15,751	New	+$861K	0.09%	160
2025 Q3	–	Sell	-49,904	Closed	-$2.5M	–	449
2025 Q2	$2.5M	Sell	49,904 -12,616	-20%	-$583K	0.2%	93
2025 Q1	$2.83M	Sell	62,520 -8,607	-12%	-$406K	0.26%	83
2024 Q4	$3.32M	Buy	+71,127	New	+$3.38M	0.41%	61

Other funds holding NTSX

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Armis Advisers's NTSX Position: Q3 2026 in Review

Armis Advisers reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 13% in Q3 2026, selling an estimated $111K and leaving 12,530 shares worth $748K. The position accounts for 0.06% of the portfolio, ranked #208.

Armis Advisers first reported a position in NTSX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.32M in Q4 2024. 32 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

Armis Advisers held 12,530 shares of WisdomTree US Efficient Core Fund worth $748K as of Q3 2026.
Armis Advisers sold 1,861 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $111K.
WisdomTree US Efficient Core Fund made up 0.06% of Armis Advisers's portfolio in Q3 2026, its #208 holding.
Armis Advisers first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's WisdomTree US Efficient Core Fund position peaked at $3.32M in Q4 2024.
32 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.