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Golden State Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Golden State Wealth 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
Q1 		$1.53M Buy
29,404
+1,913
+7% +$104K 0.17% 125
2025
Q4 		$1.51M Buy
27,491
+850
+3% +$46.5K 0.16% 109
2025
Q3 		$1.44M Buy
26,641
+3,396
+15% +$176K 0.16% 109
2025
Q2 		$1.16M Buy
23,245
+1,231
+6% +$56.9K 0.14% 126
2025
Q1 		$997K Buy
22,014
+3,035
+16% +$143K 0.15% 121
2024
Q4 		$886K Buy
+18,979
New +$901K 0.13% 129

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

Golden State Wealth Management's NTSX Position: Q1 2026 in Review

Golden State Wealth Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 7% in Q1 2026, buying an estimated $104K and bringing the position to 29,404 shares worth $1.53M. The position accounts for 0.17% of the portfolio, ranked #125.

Golden State Wealth Management first reported a position in NTSX in Q4 2024 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Golden State Wealth Management held 29,404 shares of WisdomTree US Efficient Core Fund worth $1.53M as of Q1 2026.
  • Golden State Wealth Management bought 1,913 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $104K.
  • WisdomTree US Efficient Core Fund made up 0.17% of Golden State Wealth Management's portfolio in Q1 2026, its #125 holding.
  • Golden State Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.