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Essential Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Essential Partners’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 		$11.3K Hold
191
– – 0.01% 1169
2026
Q1 		$9.96K Hold
191
– – ﹤0.01% 1257
2025
Q4 		$10.5K Hold
191
– – ﹤0.01% 1158
2025
Q3 		$10.3K Hold
191
– – ﹤0.01% 1144
2025
Q2 		$9.56K Buy
+191
New +$8.83K ﹤0.01% 861

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

Essential Partners's NTSX Position: Q2 2026 in Review

Essential Partners held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 191 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #1169.

Essential Partners first reported a position in NTSX in Q2 2025 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Essential Partners held 191 shares of WisdomTree US Efficient Core Fund worth $11.3K as of Q2 2026.
  • Essential Partners left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree US Efficient Core Fund made up 0.01% of Essential Partners's portfolio in Q2 2026, its #1169 holding.
  • Essential Partners first reported a position in WisdomTree US Efficient Core Fund in Q2 2025 and has held it in 5 quarters since.
  • 113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.