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Costello Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Costello Asset Management’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 		$46.9K Hold
900
– – 0.02% 243
2025
Q4 		$49.3K Hold
900
– – 0.02% 229
2025
Q3 		$48.5K Hold
900
– – 0.02% 244
2025
Q2 		$45.1K Sell
900
-10
-1% -$462 0.02% 251
2025
Q1 		$41.2K Buy
+910
New +$43K 0.02% 250

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

Costello Asset Management's NTSX Position: Q1 2026 in Review

Costello Asset Management held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q1 2026 at 900 shares worth $46.9K. The position accounts for 0.02% of the portfolio, ranked #243.

Costello Asset Management first reported a position in NTSX in Q1 2025 and has held it in 5 quarters since. The position peaked at $49.3K in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Costello Asset Management held 900 shares of WisdomTree US Efficient Core Fund worth $46.9K as of Q1 2026.
  • Costello Asset Management left its WisdomTree US Efficient Core Fund share count unchanged in Q1 2026.
  • WisdomTree US Efficient Core Fund made up 0.02% of Costello Asset Management's portfolio in Q1 2026, its #243 holding.
  • Costello Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and has held it in 5 quarters since.
  • Costello Asset Management's WisdomTree US Efficient Core Fund position peaked at $49.3K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.