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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
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 $2.07B 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

Kestra Advisory Services's NTSX Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree US Efficient Core Fund (NTSX) stake by 62% in Q1 2026, buying an estimated $2.81M and bringing the position to 134,234 shares worth $7M. The position accounts for 0.03% of the portfolio, ranked #621.

Kestra Advisory Services first reported a position in NTSX in Q2 2022 and has held it in 16 quarters since. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Kestra Advisory Services held 134,234 shares of WisdomTree US Efficient Core Fund worth $7M as of Q1 2026.
  • Kestra Advisory Services bought 51,434 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $2.81M.
  • WisdomTree US Efficient Core Fund made up 0.03% of Kestra Advisory Services's portfolio in Q1 2026, its #621 holding.
  • Kestra Advisory Services first reported a position in WisdomTree US Efficient Core Fund in Q2 2022 and has held it in 16 quarters since.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.