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 Q2	$523K	Buy	8,860 +65	+0.7%	+$3.73K	﹤0.01%	2368
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 $2.31B 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

Janney Montgomery Scott's NTSX Position: Q2 2026 in Review

Janney Montgomery Scott increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.74% in Q2 2026, buying an estimated $3.73K and bringing the position to 8,860 shares worth $523K. The position accounts for ﹤0.01% of the portfolio, ranked #2368.

Janney Montgomery Scott first reported a position in NTSX in Q3 2019 and has held it in 27 quarters since. The position peaked at $2.64M in Q4 2021. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Janney Montgomery Scott held 8,860 shares of WisdomTree US Efficient Core Fund worth $523K as of Q2 2026.
Janney Montgomery Scott bought 65 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $3.73K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2368 holding.
Janney Montgomery Scott first reported a position in WisdomTree US Efficient Core Fund in Q3 2019 and has held it in 27 quarters since.
Janney Montgomery Scott's WisdomTree US Efficient Core Fund position peaked at $2.64M in Q4 2021.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.