Fidelity Investments
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Fidelity Investments’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Fidelity Investments’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 		$1.06K Buy
18
+11
+157% +$632 ﹤0.01% 5230
2026
Q1 		$365 Sell
7
-81
-92% -$4.42K ﹤0.01% 5186
2025
Q4 		$4.82K Buy
88
+84
+2,100% +$4.59K ﹤0.01% 4893
2025
Q3 		$216 Sell
4
-9
-69% -$466 ﹤0.01% 5149
2025
Q2 		$651 Buy
13
+12
+1,200% +$555 ﹤0.01% 5014
2025
Q1 		$45 Sell
1
-6
-86% -$283 ﹤0.01% 5170
2024
Q4 		$327 Buy
7
+5
+250% +$237 ﹤0.01% 5025
2024
Q3 		$94 Sell
2
-1
-33% -$45 ﹤0.01% 5102
2024
Q2 		$132 Buy
3
+1
+50% +$42 ﹤0.01% 4947
2024
Q1 		$84 Sell
2
-102
-98% -$4.16K ﹤0.01% 4987
2023
Q4 		$4.09K Buy
104
+92
+767% +$3.35K ﹤0.01% 4508
2023
Q3 		$420 Buy
12
+9
+300% +$331 ﹤0.01% 4729
2023
Q2 		$111 Sell
3
-43
-93% -$1.53K ﹤0.01% 4952
2023
Q1 		$1.61K Buy
46
+40
+667% +$1.36K ﹤0.01% 4670
2022
Q4 		$195 Sell
6
-33
-85% -$1.08K ﹤0.01% 4826
2022
Q3 		$1K Buy
39
+35
+875% +$1.22K ﹤0.01% 4715
2022
Q2 		$0 Sell
4
-1
-20% -$36 ﹤0.01% 5315
2022
Q1 		$0 Sell
5
-9
-64% -$367 ﹤0.01% 5321
2021
Q4 		$1K Buy
14
+2
+17% +$86 ﹤0.01% 4171
2021
Q3 		$0 Buy
12
+7
+140% +$294 ﹤0.01% 4810
2021
Q2 		$0 Buy
5
+4
+400% +$157 ﹤0.01% 4679
2021
Q1 		$0 Buy
+1
New +$37 ﹤0.01% 4370
2020
Q2 		– Sell
-1
Closed – – 3983
2020
Q1 		$0 Buy
+1
New +$29 ﹤0.01% 4058
2019
Q4 		– Sell
-1
Closed – – 4116
2019
Q3 		$0 Buy
+1
New +$28 ﹤0.01% 4093

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

Fidelity Investments's NTSX Position: Q2 2026 in Review

Fidelity Investments increased its WisdomTree US Efficient Core Fund (NTSX) stake by 157% in Q2 2026, buying an estimated $632 and bringing the position to 18 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #5230.

Fidelity Investments first reported a position in NTSX in Q3 2019 and has held it in 24 quarters since. The position peaked at $4.82K in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Fidelity Investments held 18 shares of WisdomTree US Efficient Core Fund worth $1.06K as of Q2 2026.
  • Fidelity Investments bought 11 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $632.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5230 holding.
  • Fidelity Investments first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and has held it in 24 quarters since.
  • Fidelity Investments's WisdomTree US Efficient Core Fund position peaked at $4.82K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.