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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
Q2 		$36.8K Hold
623
– – 0.02% 359
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 $2.31B 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

Evolution Wealth Management's NTSX Position: Q2 2026 in Review

Evolution Wealth Management held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 623 shares worth $36.8K. The position accounts for 0.02% of the portfolio, ranked #359.

Evolution Wealth Management first reported a position in NTSX in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Evolution Wealth Management held 623 shares of WisdomTree US Efficient Core Fund worth $36.8K as of Q2 2026.
  • Evolution Wealth Management left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree US Efficient Core Fund made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Evolution Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2025 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.