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

Kestra Private Wealth 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	$267K	Buy	4,522 +425	+10%	+$24.4K	﹤0.01%	1558
2026 Q1	$214K	Buy	4,097 +10	+0.2%	+$545	﹤0.01%	1607
2025 Q4	$224K	Buy	4,087 +10	+0.2%	+$547	﹤0.01%	1555
2025 Q3	$220K	Sell	4,077 -484	-11%	-$25.1K	﹤0.01%	1522
2025 Q2	$228K	Sell	4,561 -4,794	-51%	-$222K	﹤0.01%	1443
2025 Q1	$424K	Sell	9,355 -2,948	-24%	-$139K	0.01%	1043
2024 Q4	$574K	Buy	12,303 +170	+1%	+$8.07K	0.01%	864
2024 Q3	$570K	Buy	12,133 +3,583	+42%	+$162K	0.01%	824
2024 Q2	$375K	Sell	8,550 -254	-3%	-$10.7K	0.01%	952
2024 Q1	$372K	Buy	+8,804	New	+$359K	0.01%	925

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 Private Wealth Services's NTSX Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree US Efficient Core Fund (NTSX) stake by 10% in Q2 2026, buying an estimated $24.4K and bringing the position to 4,522 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Kestra Private Wealth Services first reported a position in NTSX in Q1 2024 and has held it in 10 quarters since. The position peaked at $574K in Q4 2024. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Kestra Private Wealth Services held 4,522 shares of WisdomTree US Efficient Core Fund worth $267K as of Q2 2026.
Kestra Private Wealth Services bought 425 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $24.4K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1558 holding.
Kestra Private Wealth Services first reported a position in WisdomTree US Efficient Core Fund in Q1 2024 and has held it in 10 quarters since.
Kestra Private Wealth Services's WisdomTree US Efficient Core Fund position peaked at $574K in Q4 2024.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

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