Envestnet Asset Management
NTSX icon

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

Envestnet 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
Q2 		$928K Sell
15,714
-465
-3% -$26.7K ﹤0.01% 3666
2026
Q1 		$844K Buy
+16,179
New +$882K ﹤0.01% 3571
2025
Q3 		– Sell
-11,757
Closed -$589K – 4618
2025
Q2 		$589K Sell
11,757
-2,552
-18% -$118K ﹤0.01% 3587
2025
Q1 		$648K Sell
14,309
-3,595
-20% -$170K ﹤0.01% 3459
2024
Q4 		$836K Sell
17,904
-40,893
-70% -$1.94M ﹤0.01% 3276
2024
Q3 		$2.76M Sell
58,797
-3,851
-6% -$174K ﹤0.01% 2465
2024
Q2 		$2.75M Sell
62,648
-15,861
-20% -$670K ﹤0.01% 2417
2024
Q1 		$3.32M Sell
78,509
-16,858
-18% -$688K ﹤0.01% 2258
2023
Q4 		$3.75M Buy
95,367
+2,043
+2% +$74.5K ﹤0.01% 2082
2023
Q3 		$3.26M Sell
93,324
-5,620
-6% -$207K ﹤0.01% 2089
2023
Q2 		$3.67M Buy
98,944
+957
+1% +$34.1K ﹤0.01% 1893
2023
Q1 		$3.44M Buy
97,987
+7,990
+9% +$272K ﹤0.01% 1861
2022
Q4 		$2.92M Buy
89,997
+5,288
+6% +$173K ﹤0.01% 1923
2022
Q3 		$2.59M Buy
84,709
+53,521
+172% +$1.86M ﹤0.01% 1924
2022
Q2 		$1.04M Buy
31,188
+10,560
+51% +$381K ﹤0.01% 2562
2022
Q1 		$836K Buy
+20,628
New +$841K ﹤0.01% 2789

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
RA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Envestnet Asset Management's NTSX Position: Q2 2026 in Review

Envestnet Asset Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 2.9% in Q2 2026, selling an estimated $26.7K and leaving 15,714 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #3666.

Envestnet Asset Management first reported a position in NTSX in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.75M in Q4 2023. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Envestnet Asset Management held 15,714 shares of WisdomTree US Efficient Core Fund worth $928K as of Q2 2026.
  • Envestnet Asset Management sold 465 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $26.7K.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3666 holding.
  • Envestnet Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2022 and has held it in 16 quarters since.
  • Envestnet Asset Management's WisdomTree US Efficient Core Fund position peaked at $3.75M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.