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Leading Edge Financial Planning’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Leading Edge Financial Planning’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 		$2.58M Buy
43,755
+3,902
+10% +$224K 0.46% 19
2026
Q1 		$2.08M Buy
39,853
+2,306
+6% +$126K 0.44% 18
2025
Q4 		$2.06M Buy
37,547
+2,156
+6% +$118K 0.47% 16
2025
Q3 		$1.91M Sell
35,391
-2,188
-6% -$113K 0.48% 18
2025
Q2 		$1.88M Buy
37,579
+1,645
+5% +$76.1K 0.52% 18
2025
Q1 		$1.63M Sell
35,934
-1,296
-3% -$61.2K 0.51% 18
2024
Q4 		$1.74M Sell
37,230
-167
-0.4% -$7.92K 0.57% 17
2024
Q3 		$1.76M Sell
37,397
-1,701
-4% -$76.8K 0.59% 20
2024
Q2 		$1.72M Buy
39,098
+8,798
+29% +$372K 0.69% 17
2024
Q1 		$1.28M Sell
30,300
-16,200
-35% -$661K 0.57% 17
2023
Q4 		$1.83M Sell
46,500
-3,905
-8% -$142K 0.95% 18
2023
Q3 		$1.76M Buy
50,405
+5,042
+11% +$186K 1.13% 16
2023
Q2 		$1.68M Sell
45,363
-206
-0.5% -$7.35K 1.1% 14
2023
Q1 		$1.6M Buy
45,569
+13,752
+43% +$467K 1.16% 16
2022
Q4 		$1.03M Buy
+31,817
New +$1.04M 0.89% 19

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
RA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Leading Edge Financial Planning's NTSX Position: Q2 2026 in Review

Leading Edge Financial Planning increased its WisdomTree US Efficient Core Fund (NTSX) stake by 9.8% in Q2 2026, buying an estimated $224K and bringing the position to 43,755 shares worth $2.58M. The position accounts for 0.46% of the portfolio, ranked #19.

Leading Edge Financial Planning first reported a position in NTSX in Q4 2022 and has held it in 15 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Leading Edge Financial Planning held 43,755 shares of WisdomTree US Efficient Core Fund worth $2.58M as of Q2 2026.
  • Leading Edge Financial Planning bought 3,902 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $224K.
  • WisdomTree US Efficient Core Fund made up 0.46% of Leading Edge Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Leading Edge Financial Planning first reported a position in WisdomTree US Efficient Core Fund in Q4 2022 and has held it in 15 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.