Global Retirement Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Global Retirement Partners’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	$198K	Buy	+3,357	New	+$193K	﹤0.01%	1588
2025 Q4	$74.1K	Buy	1,352 +3	+0.2%	+$164	﹤0.01%	2103
2025 Q3	$72.7K	Buy	1,349 +3	+0.2%	+$155	﹤0.01%	1687
2025 Q2	$67.4K	Buy	+1,346	New	+$62.2K	﹤0.01%	1615
2024 Q4	$43.3K	Buy	927 +4	+0.4%	+$190	﹤0.01%	1688
2024 Q3	$43.4K	Buy	923 +2	+0.2%	+$90	﹤0.01%	1623
2024 Q2	$40.4K	Buy	+921	New	+$38.9K	﹤0.01%	1647
2020 Q4	–	Sell	-21,500	Closed	-$716K	–	1784
2020 Q3	$716K	Buy	+21,500	New	+$705K	0.1%	187

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Global Retirement Partners's NTSX Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 3,357 shares worth $198K. The stake represents ﹤0.01% of the portfolio and ranks #1588 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in NTSX as recently as Q4 2025.

Global Retirement Partners first reported a position in NTSX in Q3 2020 and has held it in 8 quarters since. The position peaked at $716K in Q3 2020. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Global Retirement Partners held 3,357 shares of WisdomTree US Efficient Core Fund worth $198K as of Q2 2026.
WisdomTree US Efficient Core Fund was a new Global Retirement Partners position in Q2 2026.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1588 holding.
Global Retirement Partners first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and has held it in 8 quarters since.
Global Retirement Partners's WisdomTree US Efficient Core Fund position peaked at $716K in Q3 2020.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.