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 Q2	$1.96M	Buy	33,148 +90	+0.3%	+$5.17K	0.27%	33
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 $2.31B AUM 21.64% 1-Year Est. Return

WAP

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Morton Capital Management's NTSX Position: Q2 2026 in Review

Morton Capital Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.27% in Q2 2026, buying an estimated $5.17K and bringing the position to 33,148 shares worth $1.96M. The position accounts for 0.27% of the portfolio, ranked #33.

Morton Capital Management first reported a position in NTSX in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Morton Capital Management held 33,148 shares of WisdomTree US Efficient Core Fund worth $1.96M as of Q2 2026.
Morton Capital Management bought 90 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $5.17K.
WisdomTree US Efficient Core Fund made up 0.27% of Morton Capital Management's portfolio in Q2 2026, its #33 holding.
Morton Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q3 2024 and has held it in 8 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.