IFG Advisory’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

IFG Advisory’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	$172K	Buy	+2,913	New	+$167K	0.01%	918
2026 Q1	–	Sell	-4,028	Closed	-$221K	–	707
2025 Q4	$221K	Buy	4,028 +83	+2%	+$4.54K	0.01%	709
2025 Q3	$213K	Buy	+3,945	New	+$204K	0.01%	737

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

IFG Advisory's NTSX Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 2,913 shares worth $172K. The stake represents 0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: IFG Advisory previously reported a position in NTSX as recently as Q4 2025.

IFG Advisory first reported a position in NTSX in Q3 2025 and has held it in 3 quarters since. The position peaked at $221K in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

IFG Advisory held 2,913 shares of WisdomTree US Efficient Core Fund worth $172K as of Q2 2026.
WisdomTree US Efficient Core Fund was a new IFG Advisory position in Q2 2026.
WisdomTree US Efficient Core Fund made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #918 holding.
IFG Advisory first reported a position in WisdomTree US Efficient Core Fund in Q3 2025 and has held it in 3 quarters since.
IFG Advisory's WisdomTree US Efficient Core Fund position peaked at $221K in Q4 2025.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.