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

Avion Wealth’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	$510K	Hold	9,783	–	–	0.11%	51
2025 Q4	$536K	Hold	9,783	–	–	0.11%	52
2025 Q3	$527K	Hold	9,783	–	–	0.11%	51
2025 Q2	$489K	Hold	9,783	–	–	0.11%	53
2025 Q1	$456K	Hold	9,783	–	–	0.12%	54
2024 Q4	$456K	Hold	9,783	–	–	0.12%	54
2024 Q3	$459K	Hold	9,783	–	–	0.12%	51
2024 Q2	$429K	Hold	9,783	–	–	0.12%	50
2024 Q1	$414K	Hold	9,783	–	–	0.11%	49
2023 Q4	$384K	Hold	9,783	–	–	0.11%	52
2023 Q3	$342K	Hold	9,783	–	–	0.1%	52
2023 Q2	$362K	Hold	9,783	–	–	0.09%	53
2023 Q1	$317K	Hold	9,783	–	–	0.09%	52
2022 Q4	$299K	Hold	9,783	–	–	0.09%	51
2022 Q3	$299K	Buy	+9,783	New	+$341K	0.09%	51

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avion Wealth's NTSX Position: Q1 2026 in Review

Avion Wealth held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q1 2026 at 9,783 shares worth $510K. The position accounts for 0.11% of the portfolio, ranked #51.

Avion Wealth first reported a position in NTSX in Q3 2022 and has held it in 15 quarters since. The position peaked at $536K in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Avion Wealth held 9,783 shares of WisdomTree US Efficient Core Fund worth $510K as of Q1 2026.
Avion Wealth left its WisdomTree US Efficient Core Fund share count unchanged in Q1 2026.
WisdomTree US Efficient Core Fund made up 0.11% of Avion Wealth's portfolio in Q1 2026, its #51 holding.
Avion Wealth first reported a position in WisdomTree US Efficient Core Fund in Q3 2022 and has held it in 15 quarters since.
Avion Wealth's WisdomTree US Efficient Core Fund position peaked at $536K in Q4 2025.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.