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Independent Advisor Alliance’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Independent Advisor Alliance’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 		– Sell
-74,814
Closed -$3.9M – 1440
2026
Q1 		$3.9M Buy
+74,814
New +$4.08M 0.04% 377
2025
Q1 		– Sell
-27,775
Closed -$1.3M – 1173
2024
Q4 		$1.3M Buy
+27,775
New +$1.32M 0.02% 639

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
RA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Independent Advisor Alliance's NTSX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2026, closing a stake of 74,814 shares — an estimated $3.9M sold.

Independent Advisor Alliance first reported a position in NTSX in Q4 2024 and held it in 2 quarters. The position peaked at $3.9M in Q1 2026. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 74,814 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $3.9M.
  • Independent Advisor Alliance first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's WisdomTree US Efficient Core Fund position peaked at $3.9M in Q1 2026.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.