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Cullen/Frost Bankers’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Cullen/Frost Bankers’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
2025
Q2 		– Sell
-94
Closed -$4.26K – 1379
2025
Q1 		$4.26K Hold
94
– – ﹤0.01% 1071
2024
Q4 		$4.39K Buy
+94
New +$4.46K ﹤0.01% 1026

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cullen/Frost Bankers's NTSX Position: Q2 2025 in Review

Cullen/Frost Bankers sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2025, closing a stake of 94 shares — an estimated $4.26K sold.

Cullen/Frost Bankers first reported a position in NTSX in Q4 2024 and held it in 2 quarters. The position peaked at $4.39K in Q4 2024. 98 funds tracked by Wall St. Rank hold NTSX as of Q2 2025.

  • Cullen/Frost Bankers reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2025 after selling out during the quarter.
  • Cullen/Frost Bankers sold 94 WisdomTree US Efficient Core Fund shares in Q2 2025, an estimated $4.26K.
  • Cullen/Frost Bankers first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and held it in 2 quarters.
  • Cullen/Frost Bankers's WisdomTree US Efficient Core Fund position peaked at $4.39K in Q4 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2025.

Based on Cullen/Frost Bankers's 13F filing for Q2 2025, filed 30 Jul 2025.