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
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 $2.07B 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

Fidelity Investments's NTSX Position: Q1 2026 in Review

Fidelity Investments reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 92% in Q1 2026, selling an estimated $4.42K and leaving 7 shares worth $365. The position accounts for ﹤0.01% of the portfolio, ranked #5186.

Fidelity Investments first reported a position in NTSX in Q3 2019 and has held it in 23 quarters since. The position peaked at $4.82K in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Fidelity Investments held 7 shares of WisdomTree US Efficient Core Fund worth $365 as of Q1 2026.
  • Fidelity Investments sold 81 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $4.42K.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5186 holding.
  • Fidelity Investments first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and has held it in 23 quarters since.
  • Fidelity Investments's WisdomTree US Efficient Core Fund position peaked at $4.82K in Q4 2025.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.