CIBC World Markets’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

CIBC World Markets’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	$3.53M	Buy	+64,467	New	+$3.52M	0.02%	487
2025 Q2	$3.44M	Sell	68,808 -7,417	-10%	-$343K	0.02%	445
2025 Q1	$3.45M	Sell	76,225 -7,032	-8%	-$332K	0.03%	381
2024 Q4	$3.89M	Sell	83,257 -1,435	-2%	-$68.1K	0.02%	411
2024 Q3	$3.98M	Sell	84,692 -19,841	-19%	-$896K	0.03%	377
2024 Q2	$4.59M	Buy	104,533 +9,012	+9%	+$381K	0.03%	334
2024 Q1	$4.03M	Buy	95,521 +79,426	+493%	+$3.24M	0.03%	374
2023 Q4	$633K	Buy	16,095 +765	+5%	+$27.9K	﹤0.01%	639
2023 Q3	$536K	Buy	+15,330	New	+$564K	0.01%	563

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

CIBC World Markets's NTSX Position: Q4 2025 in Review

CIBC World Markets opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q4 2025: 64,467 shares worth $3.53M. The stake represents 0.02% of the portfolio and ranks #487 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in NTSX as recently as Q2 2025.

CIBC World Markets first reported a position in NTSX in Q3 2023 and has held it in 9 quarters since. The position peaked at $4.59M in Q2 2024. 103 funds tracked by Wall St. Rank hold NTSX as of Q4 2025.

CIBC World Markets held 64,467 shares of WisdomTree US Efficient Core Fund worth $3.53M as of Q4 2025.
WisdomTree US Efficient Core Fund was a new CIBC World Markets position in Q4 2025.
WisdomTree US Efficient Core Fund made up 0.02% of CIBC World Markets's portfolio in Q4 2025, its #487 holding.
CIBC World Markets first reported a position in WisdomTree US Efficient Core Fund in Q3 2023 and has held it in 9 quarters since.
CIBC World Markets's WisdomTree US Efficient Core Fund position peaked at $4.59M in Q2 2024.
103 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.