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 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

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

Armis Advisers's NTSX Position: Q2 2026 in Review

Armis Advisers reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 3.5% in Q2 2026, selling an estimated $30.3K and leaving 14,391 shares worth $854K. The position accounts for 0.08% of the portfolio, ranked #190.

Armis Advisers first reported a position in NTSX in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.32M in Q4 2024. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Armis Advisers held 14,391 shares of WisdomTree US Efficient Core Fund worth $854K as of Q2 2026.
Armis Advisers sold 527 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $30.3K.
WisdomTree US Efficient Core Fund made up 0.08% of Armis Advisers's portfolio in Q2 2026, its #190 holding.
Armis Advisers first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's WisdomTree US Efficient Core Fund position peaked at $3.32M in Q4 2024.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.