LPL Financial’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

LPL Financial’s Portfolio NTSE Stock Details NTSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.13M	Buy	43,856 +4,707	+12%	+$216K	﹤0.01%	3677
2026 Q1	$1.56M	Buy	39,149 +4,629	+13%	+$190K	﹤0.01%	3744
2025 Q4	$1.3M	Buy	34,520 +687	+2%	+$25.7K	﹤0.01%	3807
2025 Q3	$1.23M	Sell	33,833 -1,212	-3%	-$41.9K	﹤0.01%	3801
2025 Q2	$1.16M	Buy	35,045 +1,707	+5%	+$52.5K	﹤0.01%	3612
2025 Q1	$1M	Buy	33,338 +4,079	+14%	+$121K	﹤0.01%	3560
2024 Q4	$839K	Buy	29,259 +4,626	+19%	+$141K	﹤0.01%	3643
2024 Q3	$793K	Sell	24,633 -35,985	-59%	-$1.09M	﹤0.01%	3604
2024 Q2	$1.79M	Sell	60,618 -2,566	-4%	-$73.7K	﹤0.01%	2702
2024 Q1	$1.79M	Buy	63,184 +5,916	+10%	+$164K	﹤0.01%	2625
2023 Q4	$1.62M	Buy	57,268 +36,202	+172%	+$954K	﹤0.01%	2613
2023 Q3	$543K	Buy	21,066 +7,717	+58%	+$212K	﹤0.01%	3421
2023 Q2	$372K	Buy	13,349 +623	+5%	+$17.3K	﹤0.01%	3685
2023 Q1	$357K	Buy	+12,726	New	+$358K	﹤0.01%	3608

Other funds holding NTSE

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial's NTSE Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Emerging Markets Efficient Core Fund (NTSE) stake by 12% in Q2 2026, buying an estimated $216K and bringing the position to 43,856 shares worth $2.13M. The position accounts for ﹤0.01% of the portfolio, ranked #3677.

LPL Financial first reported a position in NTSE in Q1 2023 and has held it in 14 quarters since. 18 funds tracked by Wall St. Rank hold NTSE as of Q2 2026.

LPL Financial held 43,856 shares of WisdomTree Emerging Markets Efficient Core Fund worth $2.13M as of Q2 2026.
LPL Financial bought 4,707 WisdomTree Emerging Markets Efficient Core Fund shares in Q2 2026, an estimated $216K.
WisdomTree Emerging Markets Efficient Core Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3677 holding.
LPL Financial first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q1 2023 and has held it in 14 quarters since.
18 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.