Perigon Wealth Management
NTSX icon

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
Q3 		$575K Buy
9,831
+5,314
+118% +$316K 0.01% 834
2026
Q2 		$267K Buy
4,517
+328
+8% +$18.8K ﹤0.01% 1194
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return

Perigon Wealth Management's NTSX Position: Q3 2026 in Review

Perigon Wealth Management increased its WisdomTree US Efficient Core Fund (NTSX) stake by 118% in Q3 2026, buying an estimated $316K and bringing the position to 9,831 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #834.

Perigon Wealth Management first reported a position in NTSX in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 32 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

  • Perigon Wealth Management held 9,831 shares of WisdomTree US Efficient Core Fund worth $575K as of Q3 2026.
  • Perigon Wealth Management bought 5,314 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $316K.
  • WisdomTree US Efficient Core Fund made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #834 holding.
  • Perigon Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2021 and has held it in 19 quarters since.
  • Perigon Wealth Management's WisdomTree US Efficient Core Fund position peaked at $1.03M in Q4 2021.
  • 32 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.