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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
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 $2.07B 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

IHT Wealth Management's NTSX Position: Q1 2026 in Review

IHT Wealth Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.66% in Q1 2026, buying an estimated $4.31K and bringing the position to 11,975 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #744.

IHT Wealth Management first reported a position in NTSX in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.1M in Q3 2024. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • IHT Wealth Management held 11,975 shares of WisdomTree US Efficient Core Fund worth $624K as of Q1 2026.
  • IHT Wealth Management bought 79 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $4.31K.
  • WisdomTree US Efficient Core Fund made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #744 holding.
  • IHT Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 7 quarters since.
  • IHT Wealth Management's WisdomTree US Efficient Core Fund position peaked at $1.1M in Q3 2024.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.