CIBC Private Wealth Group
NTSX icon

CIBC Private Wealth Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

CIBC Private Wealth 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
2025
Q4 		– Sell
-874
Closed -$47.1K – 3505
2025
Q3 		$47.1K Hold
874
– – ﹤0.01% 1827
2025
Q2 		$43.8K Hold
874
– – ﹤0.01% 1721
2025
Q1 		$35.6K Buy
+874
New +$41.3K ﹤0.01% 1762

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM

CIBC Private Wealth Group's NTSX Position: Q4 2025 in Review

CIBC Private Wealth Group sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2025, closing a stake of 874 shares — an estimated $47.1K sold.

CIBC Private Wealth Group first reported a position in NTSX in Q1 2025 and held it in 3 quarters. The position peaked at $47.1K in Q3 2025. 103 funds tracked by Wall St. Rank hold NTSX as of Q4 2025.

  • CIBC Private Wealth Group reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 874 WisdomTree US Efficient Core Fund shares in Q4 2025, an estimated $47.1K.
  • CIBC Private Wealth Group first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and held it in 3 quarters.
  • CIBC Private Wealth Group's WisdomTree US Efficient Core Fund position peaked at $47.1K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.