Morton Capital Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Morton Capital 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 Q1	$1.72M	Buy	33,058 +94	+0.3%	+$5.13K	0.26%	32
2025 Q4	$1.81M	Buy	32,964 +99	+0.3%	+$5.41K	0.28%	32
2025 Q3	$1.77M	Buy	32,865 +103	+0.3%	+$5.33K	0.29%	30
2025 Q2	$1.64M	Buy	32,762 +102	+0.3%	+$4.72K	0.29%	33
2025 Q1	$1.48M	Buy	32,660 +23	+0.1%	+$1.09K	0.29%	33
2024 Q4	$1.52M	Buy	32,637 +119	+0.4%	+$5.65K	0.29%	35
2024 Q3	$1.53M	Buy	+32,518	New	+$1.47M	0.3%	31

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WAP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morton Capital Management's NTSX Position: Q1 2026 in Review

Morton Capital Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.29% in Q1 2026, buying an estimated $5.13K and bringing the position to 33,058 shares worth $1.72M. The position accounts for 0.26% of the portfolio, ranked #32.

Morton Capital Management first reported a position in NTSX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Morton Capital Management held 33,058 shares of WisdomTree US Efficient Core Fund worth $1.72M as of Q1 2026.
Morton Capital Management bought 94 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $5.13K.
WisdomTree US Efficient Core Fund made up 0.26% of Morton Capital Management's portfolio in Q1 2026, its #32 holding.
Morton Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q3 2024 and has held it in 7 quarters since.
Morton Capital Management's WisdomTree US Efficient Core Fund position peaked at $1.81M in Q4 2025.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Morton Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.