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McCartney Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

McCartney Wealth Management’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 		$277K Buy
4,691
+100
+2% +$5.75K 0.21% 58
2026
Q1 		$239K Buy
4,591
+40
+0.9% +$2.18K 0.2% 59
2025
Q4 		$249K Buy
+4,551
New +$249K 0.22% 53

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

McCartney Wealth Management's NTSX Position: Q2 2026 in Review

McCartney Wealth Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 2.2% in Q2 2026, buying an estimated $5.75K and bringing the position to 4,691 shares worth $277K. The position accounts for 0.21% of the portfolio, ranked #58.

McCartney Wealth Management first reported a position in NTSX in Q4 2025 and has held it in 3 quarters since. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • McCartney Wealth Management held 4,691 shares of WisdomTree US Efficient Core Fund worth $277K as of Q2 2026.
  • McCartney Wealth Management bought 100 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $5.75K.
  • WisdomTree US Efficient Core Fund made up 0.21% of McCartney Wealth Management's portfolio in Q2 2026, its #58 holding.
  • McCartney Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2025 and has held it in 3 quarters since.
  • 113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.