CoreCap Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

CoreCap Advisors’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 Q3	$77.9K	Hold	1,333	–	–	﹤0.01%	1203
2026 Q2	$78.7K	Hold	1,333	–	–	﹤0.01%	1209
2026 Q1	$69.5K	Hold	1,333	–	–	﹤0.01%	1169
2025 Q4	$73.1K	Hold	1,333	–	–	﹤0.01%	1160
2025 Q3	$71.9K	Hold	1,333	–	–	﹤0.01%	1164
2025 Q2	$66.7K	Hold	1,333	–	–	﹤0.01%	1121
2025 Q1	$60.4K	Buy	+1,333	New	+$62.9K	﹤0.01%	1097

Other funds holding NTSX

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors's NTSX Position: Q3 2026 in Review

CoreCap Advisors held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q3 2026 at 1,333 shares worth $77.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

CoreCap Advisors first reported a position in NTSX in Q1 2025 and has held it in 7 quarters since. The position peaked at $78.7K in Q2 2026. 4 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

CoreCap Advisors held 1,333 shares of WisdomTree US Efficient Core Fund worth $77.9K as of Q3 2026.
CoreCap Advisors left its WisdomTree US Efficient Core Fund share count unchanged in Q3 2026.
WisdomTree US Efficient Core Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1203 holding.
CoreCap Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and has held it in 7 quarters since.
CoreCap Advisors's WisdomTree US Efficient Core Fund position peaked at $78.7K in Q2 2026.
4 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.