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

Barnes Wealth Management 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
Q1 		$263K Sell
5,035
-3,030
-38% -$165K 0.13% 150
2025
Q4 		$442K Buy
8,065
+914
+13% +$50K 0.24% 93
2025
Q3 		$386K Buy
7,151
+3
+0% +$155 0.21% 104
2025
Q2 		$358K Buy
7,148
+1,306
+22% +$60.4K 0.21% 104
2025
Q1 		$265K Buy
5,842
+1,029
+21% +$48.6K 0.17% 116
2024
Q4 		$225K Buy
+4,813
New +$228K 0.15% 126

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

Barnes Wealth Management Group's NTSX Position: Q1 2026 in Review

Barnes Wealth Management Group reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 38% in Q1 2026, selling an estimated $165K and leaving 5,035 shares worth $263K. The position accounts for 0.13% of the portfolio, ranked #150.

Barnes Wealth Management Group first reported a position in NTSX in Q4 2024 and has held it in 6 quarters since. The position peaked at $442K in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Barnes Wealth Management Group held 5,035 shares of WisdomTree US Efficient Core Fund worth $263K as of Q1 2026.
  • Barnes Wealth Management Group sold 3,030 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $165K.
  • WisdomTree US Efficient Core Fund made up 0.13% of Barnes Wealth Management Group's portfolio in Q1 2026, its #150 holding.
  • Barnes Wealth Management Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 6 quarters since.
  • Barnes Wealth Management Group's WisdomTree US Efficient Core Fund position peaked at $442K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.