PIA
NTSX icon

Perennial Investment Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Perennial Investment Advisors’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 		$9.53M Buy
161,472
+867
+0.5% +$49.8K 0.63% 30
2026
Q1 		$8.38M Sell
160,605
-685
-0.4% -$37.4K 0.67% 29
2025
Q4 		$8.84M Buy
161,290
+30,001
+23% +$1.64M 0.7% 29
2025
Q3 		$7.08M Buy
131,289
+702
+0.5% +$36.3K 0.58% 33
2025
Q2 		$6.54M Sell
130,587
-58,194
-31% -$2.69M 0.63% 29
2025
Q1 		$8.55M Sell
188,781
-3,000
-2% -$142K 0.96% 23
2024
Q4 		$8.95M Buy
191,781
+801
+0.4% +$38K 1.05% 23
2024
Q3 		$8.97M Sell
190,980
-12,338
-6% -$557K 1.16% 18
2024
Q2 		$8.93M Sell
203,318
-27
-0% -$1.14K 1.27% 16
2024
Q1 		$8.59M Sell
203,345
-70,326
-26% -$2.87M 1.3% 15
2023
Q4 		$10.8M Sell
273,671
-632
-0.2% -$23K 1.78% 10
2023
Q3 		$9.59M Buy
274,303
+115,479
+73% +$4.25M 1.73% 10
2023
Q2 		$5.89M Buy
158,824
+16,066
+11% +$573K 1.04% 18
2023
Q1 		$5.01M Buy
+142,758
New +$4.85M 0.93% 20

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
RA
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Perennial Investment Advisors's NTSX Position: Q2 2026 in Review

Perennial Investment Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.54% in Q2 2026, buying an estimated $49.8K and bringing the position to 161,472 shares worth $9.53M. The position accounts for 0.63% of the portfolio, ranked #30.

Perennial Investment Advisors first reported a position in NTSX in Q1 2023 and has held it in 14 quarters since. The position peaked at $10.8M in Q4 2023. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Perennial Investment Advisors held 161,472 shares of WisdomTree US Efficient Core Fund worth $9.53M as of Q2 2026.
  • Perennial Investment Advisors bought 867 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $49.8K.
  • WisdomTree US Efficient Core Fund made up 0.63% of Perennial Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Perennial Investment Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2023 and has held it in 14 quarters since.
  • Perennial Investment Advisors's WisdomTree US Efficient Core Fund position peaked at $10.8M in Q4 2023.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.