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Harbour Investments’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Harbour Investments’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 		$551K Buy
10,561
+3,438
+48% +$188K 0.01% 1010
2025
Q4 		$390K Buy
7,123
+414
+6% +$22.6K 0.01% 964
2025
Q3 		$362K Sell
6,709
-109
-2% -$5.64K 0.01% 949
2025
Q2 		$341K Buy
6,818
+488
+8% +$22.6K 0.01% 930
2025
Q1 		$287K Buy
6,330
+765
+14% +$36.1K 0.01% 945
2024
Q4 		$260K Buy
5,565
+1,191
+27% +$56.5K 0.01% 928
2024
Q3 		$206K Buy
4,374
+240
+6% +$10.8K 0.01% 1005
2024
Q2 		$182K Buy
4,134
+230
+6% +$9.71K 0.01% 985
2024
Q1 		$165K Buy
3,904
+275
+8% +$11.2K 0.01% 991
2023
Q4 		$143K Hold
3,629
– – 0.01% 993
2023
Q3 		$127K Buy
3,629
+630
+21% +$23.2K 0.01% 955
2023
Q2 		$111K Buy
2,999
+300
+11% +$10.7K 0.01% 1012
2023
Q1 		$94.6K Buy
2,699
+93
+4% +$3.16K 0.01% 1067
2022
Q4 		$84.6K Sell
2,606
-280
-10% -$9.15K 0.01% 1087
2022
Q3 		$96K Hold
2,886
– – 0.01% 979
2022
Q2 		$96K Buy
+2,886
New +$104K 0.01% 979
2021
Q4 		$109K Sell
2,460
-1,959
-44% -$84.6K 0.01% 945
2021
Q3 		$180K Buy
4,419
+261
+6% +$11K 0.01% 1075
2021
Q2 		$169K Sell
4,158
-200
-5% -$7.87K 0.01% 1127
2021
Q1 		$163K Buy
+4,358
New +$161K 0.01% 1067

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

Harbour Investments's NTSX Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree US Efficient Core Fund (NTSX) stake by 48% in Q1 2026, buying an estimated $188K and bringing the position to 10,561 shares worth $551K. The position accounts for 0.01% of the portfolio, ranked #1010.

Harbour Investments first reported a position in NTSX in Q1 2021 and has held it in 20 quarters since. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Harbour Investments held 10,561 shares of WisdomTree US Efficient Core Fund worth $551K as of Q1 2026.
  • Harbour Investments bought 3,438 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $188K.
  • WisdomTree US Efficient Core Fund made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1010 holding.
  • Harbour Investments first reported a position in WisdomTree US Efficient Core Fund in Q1 2021 and has held it in 20 quarters since.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.