Belpointe Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Belpointe Asset Management’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	$1.12M	Sell	18,972 -200	-1%	-$11.5K	0.04%	456
2026 Q1	$1,000K	Sell	19,172 -894	-4%	-$48.8K	0.04%	453
2025 Q4	$1.1M	Sell	20,066 -100	-0.5%	-$5.47K	0.04%	397
2025 Q3	$1.09M	Sell	20,166 -3,350	-14%	-$173K	0.04%	379
2025 Q2	$1.18M	Sell	23,516 -7,091	-23%	-$328K	0.05%	311
2025 Q1	$1.39M	Sell	30,607 -5,559	-15%	-$262K	0.07%	262
2024 Q4	$1.66M	Hold	36,166	–	–	0.1%	200
2024 Q3	$1.7M	Sell	36,166 -380	-1%	-$17.2K	0.1%	197
2024 Q2	$1.6M	Sell	36,546 -2,313	-6%	-$97.7K	0.11%	182
2024 Q1	$1.64M	Buy	38,859 +7,587	+24%	+$310K	0.12%	156
2023 Q4	$1.23M	Buy	+31,272	New	+$1.14M	0.11%	186

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

Belpointe Asset Management's NTSX Position: Q2 2026 in Review

Belpointe Asset Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 1% in Q2 2026, selling an estimated $11.5K and leaving 18,972 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #456.

Belpointe Asset Management first reported a position in NTSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.7M in Q3 2024. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Belpointe Asset Management held 18,972 shares of WisdomTree US Efficient Core Fund worth $1.12M as of Q2 2026.
Belpointe Asset Management sold 200 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $11.5K.
WisdomTree US Efficient Core Fund made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #456 holding.
Belpointe Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 11 quarters since.
Belpointe Asset Management's WisdomTree US Efficient Core Fund position peaked at $1.7M in Q3 2024.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.