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

Perigon 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
Q1 		$218K Sell
4,189
-276
-6% -$15.1K ﹤0.01% 1176
2025
Q4 		$245K Sell
4,465
-215
-5% -$11.8K ﹤0.01% 1126
2025
Q3 		$252K Sell
4,680
-242
-5% -$12.5K 0.01% 1049
2025
Q2 		$246K Buy
4,922
+325
+7% +$15K 0.01% 917
2025
Q1 		$208K Buy
4,597
+54
+1% +$2.55K 0.01% 957
2024
Q4 		$214K Sell
4,543
-116
-2% -$5.5K 0.01% 949
2024
Q3 		$219K Buy
+4,659
New +$210K 0.01% 907
2024
Q1 		– Sell
-5,650
Closed -$222K – 884
2023
Q4 		$222K Buy
+5,650
New +$206K 0.01% 761
2023
Q3 		– Sell
-6,750
Closed -$250K – 807
2023
Q2 		$250K Sell
6,750
-109
-2% -$3.89K 0.01% 674
2023
Q1 		$240K Sell
6,859
-1,939
-22% -$65.9K 0.01% 616
2022
Q4 		$285K Sell
8,798
-3,661
-29% -$120K 0.02% 543
2022
Q3 		$381K Sell
12,459
-1,949
-14% -$67.8K 0.03% 377
2022
Q2 		$480K Sell
14,408
-1,232
-8% -$44.5K 0.04% 341
2022
Q1 		$634K Sell
15,640
-7,658
-33% -$312K 0.04% 305
2021
Q4 		$1.03M Buy
23,298
+12,166
+109% +$526K 0.07% 220
2021
Q3 		$454K Buy
11,132
+2,621
+31% +$110K 0.04% 323
2021
Q2 		$346K Buy
+8,511
New +$335K 0.03% 370

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Perigon Wealth Management's NTSX Position: Q1 2026 in Review

Perigon Wealth Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 6.2% in Q1 2026, selling an estimated $15.1K and leaving 4,189 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1176.

Perigon Wealth Management first reported a position in NTSX in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.03M in Q4 2021. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Perigon Wealth Management held 4,189 shares of WisdomTree US Efficient Core Fund worth $218K as of Q1 2026.
  • Perigon Wealth Management sold 276 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $15.1K.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1176 holding.
  • Perigon Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2021 and has held it in 17 quarters since.
  • Perigon Wealth Management's WisdomTree US Efficient Core Fund position peaked at $1.03M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.