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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 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

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perennial Investment Advisors's NTSX Position: Q1 2026 in Review

Perennial Investment Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 0.42% in Q1 2026, selling an estimated $37.4K and leaving 160,605 shares worth $8.38M. The position accounts for 0.67% of the portfolio, ranked #29.

Perennial Investment Advisors first reported a position in NTSX in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.8M in Q4 2023. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Perennial Investment Advisors held 160,605 shares of WisdomTree US Efficient Core Fund worth $8.38M as of Q1 2026.
Perennial Investment Advisors sold 685 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $37.4K.
WisdomTree US Efficient Core Fund made up 0.67% of Perennial Investment Advisors's portfolio in Q1 2026, its #29 holding.
Perennial Investment Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2023 and has held it in 13 quarters since.
Perennial Investment Advisors's WisdomTree US Efficient Core Fund position peaked at $10.8M in Q4 2023.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.