Old Mission Capital’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Old Mission Capital’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
2025 Q4	–	Sell	-32,310	Closed	-$1.74M	–	1199
2025 Q3	$1.74M	Sell	32,310 -4,838	-13%	-$250K	0.03%	272
2025 Q2	$1.86M	Buy	37,148 +15,560	+72%	+$719K	0.03%	246
2025 Q1	$978K	Buy	+21,588	New	+$1.02M	0.01%	396
2022 Q3	–	Sell	-197,621	Closed	-$6.59M	–	1222
2022 Q2	$6.59M	Buy	197,621 +162,891	+469%	+$5.88M	0.18%	101
2022 Q1	$1.41M	Buy	+34,730	New	+$1.42M	0.04%	375

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

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

Rational Advisors Huntington, New York $980M AUM 9.86% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Old Mission Capital's NTSX Position: Q4 2025 in Review

Old Mission Capital sold out of WisdomTree US Efficient Core Fund (NTSX) in Q4 2025, closing a stake of 32,310 shares — an estimated $1.74M sold.

Old Mission Capital first reported a position in NTSX in Q1 2022 and held it in 5 quarters. The position peaked at $6.59M in Q2 2022. 103 funds tracked by Wall St. Rank hold NTSX as of Q4 2025.

Old Mission Capital reported no remaining WisdomTree US Efficient Core Fund position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 32,310 WisdomTree US Efficient Core Fund shares in Q4 2025, an estimated $1.74M.
Old Mission Capital first reported a position in WisdomTree US Efficient Core Fund in Q1 2022 and held it in 5 quarters.
Old Mission Capital's WisdomTree US Efficient Core Fund position peaked at $6.59M in Q2 2022.
103 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.