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Covestor’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Covestor’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 		$8K Buy
161
+79
+96% +$4.31K 0.01% 1586
2025
Q4 		$5K Hold
82
– – ﹤0.01% 1847
2025
Q3 		$4K Sell
82
-9
-10% -$466 ﹤0.01% 1865
2025
Q2 		$5K Hold
91
– – ﹤0.01% 1755
2025
Q1 		$4K Sell
91
-27
-23% -$1.27K ﹤0.01% 1756
2024
Q4 		$6K Buy
118
+20
+20% +$949 ﹤0.01% 1697
2024
Q3 		$5K Sell
98
-25
-20% -$1.13K ﹤0.01% 1733
2024
Q2 		$5K Sell
123
-1
-0.8% -$42 ﹤0.01% 1772
2024
Q1 		$5K Sell
124
-6
-5% -$245 ﹤0.01% 1782
2023
Q4 		$5K Buy
130
+4
+3% +$146 ﹤0.01% 1769
2023
Q3 		$4K Sell
126
-27
-18% -$993 ﹤0.01% 1744
2023
Q2 		$6K Sell
153
-7
-4% -$250 ﹤0.01% 1681
2023
Q1 		$6K Sell
160
-24
-13% -$816 0.01% 1525
2022
Q4 		$6K Buy
184
+4
+2% +$131 ﹤0.01% 1528
2022
Q3 		$6K Sell
180
-129
-42% -$4.49K 0.01% 1447
2022
Q2 		$10K Buy
309
+19
+7% +$686 0.01% 1221
2022
Q1 		$12K Sell
290
-88
-23% -$3.59K 0.01% 1259
2021
Q4 		$17K Buy
+378
New +$16.3K 0.02% 898

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

Covestor's NTSX Position: Q1 2026 in Review

Covestor increased its WisdomTree US Efficient Core Fund (NTSX) stake by 96% in Q1 2026, buying an estimated $4.31K and bringing the position to 161 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #1586.

Covestor first reported a position in NTSX in Q4 2021 and has held it in 18 quarters since. The position peaked at $17K in Q4 2021. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Covestor held 161 shares of WisdomTree US Efficient Core Fund worth $8K as of Q1 2026.
  • Covestor bought 79 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $4.31K.
  • WisdomTree US Efficient Core Fund made up 0.01% of Covestor's portfolio in Q1 2026, its #1586 holding.
  • Covestor first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and has held it in 18 quarters since.
  • Covestor's WisdomTree US Efficient Core Fund position peaked at $17K in Q4 2021.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.