EWM
NTSX icon

Evolution Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Evolution Wealth 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
Q1 		$32.5K Hold
623
– – 0.02% 342
2025
Q4 		$34.1K Buy
623
+529
+563% +$28.9K 0.03% 286
2025
Q3 		$5.07K Sell
94
-506
-84% -$26.2K 0.01% 451
2025
Q2 		$30K Buy
+600
New +$27.7K 0.04% 234

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Evolution Wealth Management's NTSX Position: Q1 2026 in Review

Evolution Wealth Management held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q1 2026 at 623 shares worth $32.5K. The position accounts for 0.02% of the portfolio, ranked #342.

Evolution Wealth Management first reported a position in NTSX in Q2 2025 and has held it in 4 quarters since. The position peaked at $34.1K in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Evolution Wealth Management held 623 shares of WisdomTree US Efficient Core Fund worth $32.5K as of Q1 2026.
  • Evolution Wealth Management left its WisdomTree US Efficient Core Fund share count unchanged in Q1 2026.
  • WisdomTree US Efficient Core Fund made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #342 holding.
  • Evolution Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's WisdomTree US Efficient Core Fund position peaked at $34.1K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.