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

Northwestern Mutual 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	$250K	Buy	4,234 +2,496	+144%	+$143K	﹤0.01%	1906
2026 Q1	$90.6K	Buy	1,738 +23	+1%	+$1.25K	﹤0.01%	2207
2025 Q4	$94K	Buy	1,715 +838	+96%	+$45.8K	﹤0.01%	2162
2025 Q3	$47.3K	Buy	+877	New	+$45.4K	﹤0.01%	2344
2023 Q3	–	Sell	-1,662	Closed	-$61.6K	–	3464
2023 Q2	$61.6K	Buy	+1,662	New	+$59.3K	﹤0.01%	1903

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

Northwestern Mutual Wealth Management's NTSX Position: Q2 2026 in Review

Northwestern Mutual Wealth Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 144% in Q2 2026, buying an estimated $143K and bringing the position to 4,234 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Northwestern Mutual Wealth Management first reported a position in NTSX in Q2 2023 and has held it in 5 quarters since. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Northwestern Mutual Wealth Management held 4,234 shares of WisdomTree US Efficient Core Fund worth $250K as of Q2 2026.
Northwestern Mutual Wealth Management bought 2,496 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $143K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1906 holding.
Northwestern Mutual Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2023 and has held it in 5 quarters since.
113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.