Kayne Anderson Rudnick Investment Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Kayne Anderson Rudnick Investment 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 Q2	$2.28K	Hold	38	–	–	﹤0.01%	843
2026 Q1	$2.01K	Hold	38	–	–	﹤0.01%	792
2025 Q4	$2.11K	Hold	38	–	–	﹤0.01%	813
2025 Q3	$2.06K	Hold	38	–	–	﹤0.01%	822
2025 Q2	$1.91K	Hold	38	–	–	﹤0.01%	853
2025 Q1	$1.72K	Buy	38 +1	+3%	+$47	﹤0.01%	813
2024 Q4	$1.77K	Hold	37	–	–	﹤0.01%	841
2024 Q3	$1.77K	Hold	37	–	–	﹤0.01%	821
2024 Q2	$1.65K	Hold	37	–	–	﹤0.01%	796
2024 Q1	$1.6K	Hold	37	–	–	﹤0.01%	789
2023 Q4	$1.48K	Hold	37	–	–	﹤0.01%	785
2023 Q3	$1.3K	Hold	37	–	–	﹤0.01%	716
2023 Q2	$1.38K	Hold	37	–	–	﹤0.01%	716
2023 Q1	$1.3K	Buy	+37	New	+$1.26K	﹤0.01%	643

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

Kayne Anderson Rudnick Investment Management's NTSX Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 38 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Kayne Anderson Rudnick Investment Management first reported a position in NTSX in Q1 2023 and has held it in 14 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 38 shares of WisdomTree US Efficient Core Fund worth $2.28K as of Q2 2026.
Kayne Anderson Rudnick Investment Management left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #843 holding.
Kayne Anderson Rudnick Investment Management first reported a position in WisdomTree US Efficient Core Fund in Q1 2023 and has held it in 14 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.