Halbert Hargrove Global Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Halbert Hargrove Global Advisors’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	$283M	Sell	5,417,096 -24,053	-0.4%	-$1.31M	13.63%	2
2025 Q4	$298M	Sell	5,441,149 -38,274	-0.7%	-$2.09M	14.16%	2
2025 Q3	$295M	Sell	5,479,423 -523,095	-9%	-$27.1M	14.34%	2
2025 Q2	$300M	Sell	6,002,518 -16,094	-0.3%	-$744K	15.67%	2
2025 Q1	$273M	Sell	6,018,612 -65,394	-1%	-$3.09M	15.41%	2
2024 Q4	$284M	Sell	6,084,006 -29,045	-0.5%	-$1.38M	15.78%	2
2024 Q3	$287M	Buy	6,113,051 +18,869	+0.3%	+$852K	15.75%	2
2024 Q2	$268M	Buy	6,094,182 +118,215	+2%	+$4.99M	15.52%	2
2024 Q1	$252M	Sell	5,975,967 -17,459	-0.3%	-$712K	16.51%	1
2023 Q4	$236M	Sell	5,993,426 -42,763	-0.7%	-$1.56M	16.18%	1
2023 Q3	$211M	Buy	6,036,189 +14,722	+0.2%	+$542K	15.74%	2
2023 Q2	$223M	Buy	6,021,467 +62,285	+1%	+$2.22M	16.29%	2
2023 Q1	$209M	Buy	5,959,182 +21,301	+0.4%	+$724K	14.15%	2
2022 Q4	$193M	Buy	5,937,881 +808,569	+16%	+$26.4M	13.77%	2
2022 Q3	$157M	Buy	5,129,312 +50,495	+1%	+$1.76M	12.12%	2
2022 Q2	$169M	Sell	5,078,817 -155,216	-3%	-$5.6M	12.55%	2
2022 Q1	$212M	Sell	5,234,033 -263,390	-5%	-$10.7M	13.99%	2
2021 Q4	$244M	Sell	5,497,423 -1,019,060	-16%	-$44M	15.5%	1
2021 Q3	$265M	Sell	6,516,483 -102,928	-2%	-$4.33M	18.45%	1
2021 Q2	$269M	Buy	6,619,411 +16,654	+0.3%	+$655K	17.66%	1
2021 Q1	$246M	Buy	6,602,757 +80,038	+1%	+$2.96M	17.72%	1
2020 Q4	$239M	Sell	6,522,719 -348,354	-5%	-$12.1M	18.09%	1
2020 Q3	$229M	Buy	6,871,073 +1,678,625	+32%	+$55.1M	21.96%	1
2020 Q2	$159M	Buy	5,192,448 +2,632,374	+103%	+$76.3M	23.32%	1
2020 Q1	$65.9M	Buy	+2,560,074	New	+$74M	11.51%	4

Other funds holding NTSX

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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

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

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Halbert Hargrove Global Advisors's NTSX Position: Q1 2026 in Review

Halbert Hargrove Global Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 0.44% in Q1 2026, selling an estimated $1.31M and leaving 5,417,096 shares worth $283M. The position accounts for 13.63% of the portfolio, ranked #2.

Halbert Hargrove Global Advisors first reported a position in NTSX in Q1 2020 and has held it in 25 quarters since. The position peaked at $300M in Q2 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Halbert Hargrove Global Advisors held 5,417,096 shares of WisdomTree US Efficient Core Fund worth $283M as of Q1 2026.
Halbert Hargrove Global Advisors sold 24,053 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $1.31M.
WisdomTree US Efficient Core Fund made up 13.63% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #2 holding.
Halbert Hargrove Global Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2020 and has held it in 25 quarters since.
Halbert Hargrove Global Advisors's WisdomTree US Efficient Core Fund position peaked at $300M in Q2 2025.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.