Kestra Advisory Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Kestra Advisory Services’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	$7.63M	Sell	129,199 -5,035	-4%	-$289K	0.02%	627
2026 Q1	$7M	Buy	134,234 +51,434	+62%	+$2.81M	0.03%	621
2025 Q4	$4.54M	Sell	82,800 -631	-0.8%	-$34.5K	0.02%	789
2025 Q3	$4.5M	Sell	83,431 -10,389	-11%	-$538K	0.02%	738
2025 Q2	$4.7M	Buy	93,820 +9,442	+11%	+$437K	0.02%	665
2025 Q1	$3.82M	Buy	84,378 +8,350	+11%	+$394K	0.02%	682
2024 Q4	$3.55M	Buy	76,028 +28,305	+59%	+$1.34M	0.02%	727
2024 Q3	$2.24M	Sell	47,723 -2,341	-5%	-$106K	0.01%	902
2024 Q2	$2.2M	Sell	50,064 -1,701	-3%	-$71.8K	0.01%	916
2024 Q1	$2.19M	Buy	51,765 +2,471	+5%	+$101K	0.01%	834
2023 Q4	$1.94M	Buy	49,294 +5,562	+13%	+$203K	0.02%	809
2023 Q3	$1.53M	Buy	43,732 +8,671	+25%	+$319K	0.02%	795
2023 Q2	$1.3M	Buy	35,061 +211	+0.6%	+$7.53K	0.01%	855
2023 Q1	$1.22M	Buy	34,850 +14,724	+73%	+$501K	0.01%	850
2022 Q4	$653K	Buy	20,126 +5,187	+35%	+$170K	0.01%	1251
2022 Q3	$457K	Buy	14,939 +2,867	+24%	+$99.8K	﹤0.01%	1370
2022 Q2	$402K	Buy	+12,072	New	+$436K	﹤0.01%	1449

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

Kestra Advisory Services's NTSX Position: Q2 2026 in Review

Kestra Advisory Services reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 3.8% in Q2 2026, selling an estimated $289K and leaving 129,199 shares worth $7.63M. The position accounts for 0.02% of the portfolio, ranked #627.

Kestra Advisory Services first reported a position in NTSX in Q2 2022 and has held it in 17 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Kestra Advisory Services held 129,199 shares of WisdomTree US Efficient Core Fund worth $7.63M as of Q2 2026.
Kestra Advisory Services sold 5,035 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $289K.
WisdomTree US Efficient Core Fund made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #627 holding.
Kestra Advisory Services first reported a position in WisdomTree US Efficient Core Fund in Q2 2022 and has held it in 17 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.