JY
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Jeff Yass’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Jeff Yass’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 		– Sell
-7,381
Closed -$405K – 13822
2025
Q4 		$405K Buy
+7,381
New +$403K ﹤0.01% 9268
2024
Q1 		– Sell
-24,386
Closed -$958K – 12964
2023
Q4 		$958K Buy
+24,386
New +$889K ﹤0.01% 7090

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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 $1.09B AUM 11.58% 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 $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
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 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

Jeff Yass's NTSX Position: Q1 2026 in Review

Jeff Yass sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2026, closing a stake of 7,381 shares — an estimated $405K sold.

Jeff Yass first reported a position in NTSX in Q4 2023 and held it in 2 quarters. The position peaked at $958K in Q4 2023. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Jeff Yass reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 7,381 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $405K.
  • Jeff Yass first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and held it in 2 quarters.
  • Jeff Yass's WisdomTree US Efficient Core Fund position peaked at $958K in Q4 2023.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.