Frontier Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Frontier Asset 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 Q3	$487K	Sell	8,332 -3,884	-32%	-$231K	0.09%	60
2026 Q2	$721K	Sell	12,216 -902	-7%	-$51.8K	0.13%	63
2026 Q1	$684K	Buy	13,118 +4,191	+47%	+$229K	0.14%	62
2025 Q4	$489K	Buy	+8,927	New	+$488K	0.11%	64

Other funds holding NTSX

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Frontier Asset Management's NTSX Position: Q3 2026 in Review

Frontier Asset Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 32% in Q3 2026, selling an estimated $231K and leaving 8,332 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #60.

Frontier Asset Management first reported a position in NTSX in Q4 2025 and has held it in 4 quarters since. The position peaked at $721K in Q2 2026. 60 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

Frontier Asset Management held 8,332 shares of WisdomTree US Efficient Core Fund worth $487K as of Q3 2026.
Frontier Asset Management sold 3,884 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $231K.
WisdomTree US Efficient Core Fund made up 0.09% of Frontier Asset Management's portfolio in Q3 2026, its #60 holding.
Frontier Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2025 and has held it in 4 quarters since.
Frontier Asset Management's WisdomTree US Efficient Core Fund position peaked at $721K in Q2 2026.
60 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Frontier Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.