Carson Wealth (CWM LLC)’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Carson Wealth (CWM LLC)’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	$73.6M	Buy	1,410,617 +31,815	+2%	+$1.74M	0.19%	109
2025 Q4	$75.6M	Buy	1,378,802 +11,002	+0.8%	+$601K	0.2%	96
2025 Q3	$73.8M	Buy	1,367,800 +104,136	+8%	+$5.39M	0.22%	88
2025 Q2	$63.3M	Buy	1,263,664 +71,058	+6%	+$3.29M	0.22%	95
2025 Q1	$54M	Buy	1,192,606 +29,055	+2%	+$1.37M	0.22%	97
2024 Q4	$54.3M	Buy	1,163,551 +28,426	+3%	+$1.35M	0.23%	88
2024 Q3	$53.3M	Buy	1,135,125 +81,868	+8%	+$3.7M	0.23%	89
2024 Q2	$46.2M	Buy	1,053,257 +42,931	+4%	+$1.81M	0.22%	95
2024 Q1	$42.7M	Buy	1,010,326 +70,179	+7%	+$2.86M	0.21%	94
2023 Q4	$36.9M	Buy	940,147 +176,850	+23%	+$6.45M	0.2%	98
2023 Q3	$26.7M	Buy	763,297 +81,141	+12%	+$2.99M	0.16%	123
2023 Q2	$25.3M	Buy	682,156 +90,119	+15%	+$3.21M	0.16%	126
2023 Q1	$20.8M	Buy	592,037 +58,811	+11%	+$2M	0.14%	142
2022 Q4	$17.3M	Buy	533,226 +442,768	+489%	+$14.5M	0.13%	151
2022 Q3	$2.77M	Buy	90,458 +26,136	+41%	+$910K	0.02%	372
2022 Q2	$2.15M	Buy	+64,322	New	+$2.32M	0.02%	401

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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 $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

WJ Interests Sugar Land, Texas $259M AUM 19.62% 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

Carson Wealth (CWM LLC)'s NTSX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree US Efficient Core Fund (NTSX) stake by 2.3% in Q1 2026, buying an estimated $1.74M and bringing the position to 1,410,617 shares worth $73.6M. The position accounts for 0.19% of the portfolio, ranked #109.

Carson Wealth (CWM LLC) first reported a position in NTSX in Q2 2022 and has held it in 16 quarters since. The position peaked at $75.6M in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Carson Wealth (CWM LLC) held 1,410,617 shares of WisdomTree US Efficient Core Fund worth $73.6M as of Q1 2026.
Carson Wealth (CWM LLC) bought 31,815 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $1.74M.
WisdomTree US Efficient Core Fund made up 0.19% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #109 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree US Efficient Core Fund in Q2 2022 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s WisdomTree US Efficient Core Fund position peaked at $75.6M in Q4 2025.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.