Creative Planning’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Creative Planning’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 Q2	$306K	Sell	5,174 -707	-12%	-$40.6K	﹤0.01%	3548
2026 Q1	$307K	Buy	+5,881	New	+$321K	﹤0.01%	3416
2021 Q4	–	Sell	-5,839	Closed	-$238K	–	2177
2021 Q3	$238K	Hold	5,839	–	–	﹤0.01%	1744
2021 Q2	$237K	Sell	5,839 -373	-6%	-$14.7K	﹤0.01%	1703
2021 Q1	$232K	Hold	6,212	–	–	﹤0.01%	1980
2020 Q4	$227K	Buy	+6,212	New	+$216K	﹤0.01%	1800

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Creative Planning's NTSX Position: Q2 2026 in Review

Creative Planning reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 12% in Q2 2026, selling an estimated $40.6K and leaving 5,174 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #3548.

Creative Planning first reported a position in NTSX in Q4 2020 and has held it in 6 quarters since. The position peaked at $307K in Q1 2026. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Creative Planning held 5,174 shares of WisdomTree US Efficient Core Fund worth $306K as of Q2 2026.
Creative Planning sold 707 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $40.6K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3548 holding.
Creative Planning first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 6 quarters since.
Creative Planning's WisdomTree US Efficient Core Fund position peaked at $307K in Q1 2026.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.