Covestor
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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
Q3 		$12K Buy
209
+10
+5% +$594 0.01% 1344
2026
Q2 		$12K Buy
199
+38
+24% +$2.18K 0.01% 1451
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
46 Peaks LLC
46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Covestor's NTSX Position: Q3 2026 in Review

Covestor increased its WisdomTree US Efficient Core Fund (NTSX) stake by 5% in Q3 2026, buying an estimated $594 and bringing the position to 209 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #1344.

Covestor first reported a position in NTSX in Q4 2021 and has held it in 20 quarters since. The position peaked at $17K in Q4 2021. 98 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

  • Covestor held 209 shares of WisdomTree US Efficient Core Fund worth $12K as of Q3 2026.
  • Covestor bought 10 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $594.
  • WisdomTree US Efficient Core Fund made up 0.01% of Covestor's portfolio in Q3 2026, its #1344 holding.
  • Covestor first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and has held it in 20 quarters since.
  • Covestor's WisdomTree US Efficient Core Fund position peaked at $17K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.