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CIBC Bancorp USA’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

CIBC Bancorp USA’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 		$2.91M Buy
+55,755
New +$3.04M ﹤0.01% 838
2025
Q3 		$3.55M Buy
+65,913
New +$3.41M 0.02% 473

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

CIBC Bancorp USA's NTSX Position: Q1 2026 in Review

CIBC Bancorp USA opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q1 2026: 55,755 shares worth $2.91M. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings. This is a return to the name: CIBC Bancorp USA previously reported a position in NTSX as recently as Q3 2025.

CIBC Bancorp USA first reported a position in NTSX in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.55M in Q3 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • CIBC Bancorp USA held 55,755 shares of WisdomTree US Efficient Core Fund worth $2.91M as of Q1 2026.
  • WisdomTree US Efficient Core Fund was a new CIBC Bancorp USA position in Q1 2026.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of CIBC Bancorp USA's portfolio in Q1 2026, its #838 holding.
  • CIBC Bancorp USA first reported a position in WisdomTree US Efficient Core Fund in Q3 2025 and has held it in 2 quarters since.
  • CIBC Bancorp USA's WisdomTree US Efficient Core Fund position peaked at $3.55M in Q3 2025.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on CIBC Bancorp USA's 13F filing for Q1 2026, filed 12 May 2026.