Janney Montgomery Scott
NTSX icon

Janney Montgomery Scott’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Janney Montgomery Scott’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 		$459K Sell
8,795
-337
-4% -$18.4K ﹤0.01% 2099
2025
Q4 		$501K Hold
9,132
– – ﹤0.01% 2187
2025
Q3 		$492K Sell
9,132
-59
-0.6% -$3.05K ﹤0.01% 2154
2025
Q2 		$460K Hold
9,191
– – ﹤0.01% 2065
2025
Q1 		$416K Buy
+9,191
New +$434K ﹤0.01% 2111
2024
Q4 		– Sell
-13,134
Closed -$617K – 2798
2024
Q3 		$617K Sell
13,134
-7,718
-37% -$348K ﹤0.01% 1821
2024
Q2 		$916K Sell
20,852
-3,246
-13% -$137K ﹤0.01% 1493
2024
Q1 		$1.02M Sell
24,098
-11,690
-33% -$477K ﹤0.01% 1515
2023
Q4 		$1.41M Buy
35,788
+2,250
+7% +$82.1K ﹤0.01% 1271
2023
Q3 		$1.17M Buy
33,538
+1,884
+6% +$69.3K ﹤0.01% 1261
2023
Q2 		$1.17M Buy
31,654
+1,264
+4% +$45.1K ﹤0.01% 1335
2023
Q1 		$1.06M Sell
30,390
-136
-0.4% -$4.62K ﹤0.01% 1280
2022
Q4 		$991K Sell
30,526
-2,085
-6% -$68.2K ﹤0.01% 1384
2022
Q3 		$997K Hold
32,611
– – ﹤0.01% 1322
2022
Q2 		$1.09M Sell
32,611
-27,537
-46% -$994K ﹤0.01% 1197
2022
Q1 		$2.44M Buy
60,148
+537
+0.9% +$21.9K 0.01% 840
2021
Q4 		$2.64M Buy
59,611
+4,698
+9% +$203K 0.01% 845
2021
Q3 		$2.24M Buy
54,913
+302
+0.6% +$12.7K 0.01% 893
2021
Q2 		$2.22M Buy
54,611
+886
+2% +$34.9K 0.01% 893
2021
Q1 		$2.01M Buy
53,725
+8,025
+18% +$297K 0.01% 882
2020
Q4 		$1.67M Buy
45,700
+4,224
+10% +$147K 0.01% 943
2020
Q3 		$1.38M Sell
41,476
-1,054
-2% -$34.6K 0.01% 954
2020
Q2 		$1.3M Sell
42,530
-3,328
-7% -$96.5K 0.01% 927
2020
Q1 		$1.18M Buy
45,858
+79
+0.2% +$2.28K 0.01% 879
2019
Q4 		$1.36M Buy
45,779
+11,816
+35% +$338K 0.01% 938
2019
Q3 		$947K Buy
+33,963
New +$937K 0.01% 1063

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

Janney Montgomery Scott's NTSX Position: Q1 2026 in Review

Janney Montgomery Scott reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 3.7% in Q1 2026, selling an estimated $18.4K and leaving 8,795 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2099.

Janney Montgomery Scott first reported a position in NTSX in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.64M in Q4 2021. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Janney Montgomery Scott held 8,795 shares of WisdomTree US Efficient Core Fund worth $459K as of Q1 2026.
  • Janney Montgomery Scott sold 337 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $18.4K.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2099 holding.
  • Janney Montgomery Scott first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and has held it in 26 quarters since.
  • Janney Montgomery Scott's WisdomTree US Efficient Core Fund position peaked at $2.64M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.