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 Q3	$42.8K	Sell	732 -13	-2%	-$772	﹤0.01%	3550
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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's NTSX Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 1.7% in Q3 2026, selling an estimated $772 and leaving 732 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3550.

Farther Finance Advisors first reported a position in NTSX in Q1 2025 and has held it in 7 quarters since. The position peaked at $196K in Q2 2025. 4 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

Farther Finance Advisors held 732 shares of WisdomTree US Efficient Core Fund worth $42.8K as of Q3 2026.
Farther Finance Advisors sold 13 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $772.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3550 holding.
Farther Finance Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and has held it in 7 quarters since.
Farther Finance Advisors's WisdomTree US Efficient Core Fund position peaked at $196K in Q2 2025.
4 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.