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

IHT 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 Q2	$298K	Sell	5,040 -6,935	-58%	-$398K	0.01%	1018
2026 Q1	$624K	Buy	11,975 +79	+0.7%	+$4.31K	0.01%	744
2025 Q4	$661K	Buy	+11,896	New	+$650K	0.02%	669
2025 Q1	–	Sell	-8,245	Closed	-$385K	–	1128
2024 Q4	$385K	Sell	8,245 -14,650	-64%	-$695K	0.01%	771
2024 Q3	$1.1M	Buy	22,895 +858	+4%	+$38.7K	0.03%	476
2024 Q2	$964K	Buy	22,037 +702	+3%	+$29.7K	0.04%	447
2024 Q1	$901K	Sell	21,335 -2,281	-10%	-$93.1K	0.04%	460
2023 Q4	$928K	Buy	+23,616	New	+$861K	0.04%	408

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

IHT Wealth Management's NTSX Position: Q2 2026 in Review

IHT Wealth Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 58% in Q2 2026, selling an estimated $398K and leaving 5,040 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #1018.

IHT Wealth Management first reported a position in NTSX in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2024. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

IHT Wealth Management held 5,040 shares of WisdomTree US Efficient Core Fund worth $298K as of Q2 2026.
IHT Wealth Management sold 6,935 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $398K.
WisdomTree US Efficient Core Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1018 holding.
IHT Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 8 quarters since.
IHT Wealth Management's WisdomTree US Efficient Core Fund position peaked at $1.1M in Q3 2024.
113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.