Farther Finance Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Farther Finance Advisors’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	$44K	Buy	745 +252	+51%	+$14.5K	﹤0.01%	3344
2026 Q1	$25.8K	Sell	493 -2,101	-81%	-$115K	﹤0.01%	3481
2025 Q4	$142K	Buy	2,594 +1,230	+90%	+$67.2K	﹤0.01%	2123
2025 Q3	$73.5K	Sell	1,364 -2,556	-65%	-$132K	﹤0.01%	2225
2025 Q2	$196K	Buy	3,920 +2,525	+181%	+$117K	﹤0.01%	1398
2025 Q1	$63.6K	Buy	+1,395	New	+$65.8K	﹤0.01%	1775

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Farther Finance Advisors's NTSX Position: Q2 2026 in Review

Farther Finance Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 51% in Q2 2026, buying an estimated $14.5K and bringing the position to 745 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #3344.

Farther Finance Advisors first reported a position in NTSX in Q1 2025 and has held it in 6 quarters since. The position peaked at $196K in Q2 2025. 44 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Farther Finance Advisors held 745 shares of WisdomTree US Efficient Core Fund worth $44K as of Q2 2026.
Farther Finance Advisors bought 252 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $14.5K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3344 holding.
Farther Finance Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and has held it in 6 quarters since.
Farther Finance Advisors's WisdomTree US Efficient Core Fund position peaked at $196K in Q2 2025.
44 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.