LPL Financial
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LPL Financial’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

LPL Financial’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 		$22.5M Buy
380,758
+29,783
+8% +$1.71M 0.01% 1497
2026
Q1 		$18.3M Buy
350,975
+15,945
+5% +$870K ﹤0.01% 1531
2025
Q4 		$18.4M Buy
335,030
+14,602
+5% +$798K 0.01% 1463
2025
Q3 		$17.3M Sell
320,428
-153,124
-32% -$7.93M 0.01% 1458
2025
Q2 		$23.7M Buy
473,552
+25,269
+6% +$1.17M 0.01% 1143
2025
Q1 		$20.3M Buy
448,283
+17,380
+4% +$820K 0.01% 1142
2024
Q4 		$20.1M Buy
430,903
+134,125
+45% +$6.37M 0.01% 1085
2024
Q3 		$13.9M Sell
296,778
-97,344
-25% -$4.39M 0.01% 1247
2024
Q2 		$17.3M Sell
394,122
-25,291
-6% -$1.07M 0.01% 1038
2024
Q1 		$17.7M Buy
419,413
+47,712
+13% +$1.95M 0.01% 996
2023
Q4 		$14.6M Buy
371,701
+85,408
+30% +$3.11M 0.01% 1029
2023
Q3 		$10M Buy
286,293
+19,082
+7% +$702K 0.01% 1163
2023
Q2 		$9.91M Sell
267,211
-65,115
-20% -$2.32M 0.01% 1146
2023
Q1 		$11.7M Buy
332,326
+19,235
+6% +$654K 0.01% 1014
2022
Q4 		$10.2M Buy
313,091
+935
+0.3% +$30.6K 0.01% 1016
2022
Q3 		$9.55M Sell
312,156
-5,427
-2% -$189K 0.01% 985
2022
Q2 		$10.6M Buy
317,583
+4,808
+2% +$173K 0.01% 929
2022
Q1 		$12.7M Buy
312,775
+186,348
+147% +$7.59M 0.01% 873
2021
Q4 		$5.61M Buy
126,427
+51,988
+70% +$2.25M ﹤0.01% 1385
2021
Q3 		$3.03M Buy
74,439
+25,047
+51% +$1.05M ﹤0.01% 1735
2021
Q2 		$2.01M Buy
49,392
+18,620
+61% +$732K ﹤0.01% 1974
2021
Q1 		$1.15M Buy
30,772
+4,320
+16% +$160K ﹤0.01% 2278
2020
Q4 		$968K Buy
26,452
+5,849
+28% +$204K ﹤0.01% 2212
2020
Q3 		$686K Buy
20,603
+5,965
+41% +$196K ﹤0.01% 2222
2020
Q2 		$447K Buy
+14,638
New +$424K ﹤0.01% 2500

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
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
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

LPL Financial's NTSX Position: Q2 2026 in Review

LPL Financial increased its WisdomTree US Efficient Core Fund (NTSX) stake by 8.5% in Q2 2026, buying an estimated $1.71M and bringing the position to 380,758 shares worth $22.5M. The position accounts for 0.01% of the portfolio, ranked #1497.

LPL Financial first reported a position in NTSX in Q2 2020 and has held it in 25 quarters since. The position peaked at $23.7M in Q2 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • LPL Financial held 380,758 shares of WisdomTree US Efficient Core Fund worth $22.5M as of Q2 2026.
  • LPL Financial bought 29,783 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $1.71M.
  • WisdomTree US Efficient Core Fund made up 0.01% of LPL Financial's portfolio in Q2 2026, its #1497 holding.
  • LPL Financial first reported a position in WisdomTree US Efficient Core Fund in Q2 2020 and has held it in 25 quarters since.
  • LPL Financial's WisdomTree US Efficient Core Fund position peaked at $23.7M in Q2 2025.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

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