O'Shaughnessy Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

O'Shaughnessy Asset 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	$171K	Buy	2,904 +1,356	+88%	+$77.9K	﹤0.01%	2062
2026 Q1	$80.7K	Sell	1,548 -136	-8%	-$7.42K	﹤0.01%	2159
2025 Q4	$92.3K	Buy	1,684 +1,045	+164%	+$57.1K	﹤0.01%	2141
2025 Q3	$34.5K	Hold	639	–	–	﹤0.01%	2223
2025 Q2	$32K	Buy	+639	New	+$29.5K	﹤0.01%	2080

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

O'Shaughnessy Asset Management's NTSX Position: Q2 2026 in Review

O'Shaughnessy Asset Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 88% in Q2 2026, buying an estimated $77.9K and bringing the position to 2,904 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

O'Shaughnessy Asset Management first reported a position in NTSX in Q2 2025 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

O'Shaughnessy Asset Management held 2,904 shares of WisdomTree US Efficient Core Fund worth $171K as of Q2 2026.
O'Shaughnessy Asset Management bought 1,356 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $77.9K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2062 holding.
O'Shaughnessy Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2025 and has held it in 5 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.