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
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 $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

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

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

Global Retirement Partners's NTSX Position: Q4 2025 in Review

Global Retirement Partners increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.22% in Q4 2025, buying an estimated $164 and bringing the position to 1,352 shares worth $74.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

Global Retirement Partners first reported a position in NTSX in Q3 2020 and has held it in 7 quarters since. The position peaked at $716K in Q3 2020. 103 funds tracked by Wall St. Rank hold NTSX as of Q4 2025.

Global Retirement Partners held 1,352 shares of WisdomTree US Efficient Core Fund worth $74.1K as of Q4 2025.
Global Retirement Partners bought 3 WisdomTree US Efficient Core Fund shares in Q4 2025, an estimated $164.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2103 holding.
Global Retirement Partners first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and has held it in 7 quarters since.
Global Retirement Partners's WisdomTree US Efficient Core Fund position peaked at $716K in Q3 2020.
103 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.