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Chapman Financial Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Chapman Financial 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
Q2 		$59K Hold
1,000
– – 0.04% 183
2026
Q1 		$52.1K Hold
1,000
– – 0.04% 185
2025
Q4 		$54.8K Buy
+1,000
New +$54.7K 0.04% 177

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
RA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Chapman Financial Group's NTSX Position: Q2 2026 in Review

Chapman Financial Group held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 1,000 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #183.

Chapman Financial Group first reported a position in NTSX in Q4 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Chapman Financial Group held 1,000 shares of WisdomTree US Efficient Core Fund worth $59K as of Q2 2026.
  • Chapman Financial Group left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree US Efficient Core Fund made up 0.04% of Chapman Financial Group's portfolio in Q2 2026, its #183 holding.
  • Chapman Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.