Professional Financial Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Professional Financial 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	$30.6M	Buy	518,200 +9,843	+2%	+$565K	5.29%	3
2026 Q1	$26.5M	Buy	508,357 +20,026	+4%	+$1.09M	5.4%	3
2025 Q4	$26.8M	Sell	488,331 -5,075	-1%	-$277K	5.47%	3
2025 Q3	$26.6M	Buy	493,406 +15,941	+3%	+$825K	5.6%	3
2025 Q2	$23.9M	Buy	477,465 +25,222	+6%	+$1.17M	5.54%	3
2025 Q1	$20.5M	Buy	452,243 +14,171	+3%	+$669K	5.2%	3
2024 Q4	$20.5M	Buy	438,072 +8,580	+2%	+$407K	5.24%	3
2024 Q3	$20.2M	Sell	429,492 -8,273	-2%	-$373K	5.23%	3
2024 Q2	$19.2M	Buy	437,765 +10,946	+3%	+$462K	5.31%	3
2024 Q1	$18M	Buy	426,819 +224,380	+111%	+$9.15M	5.16%	3
2023 Q4	$7.96M	Buy	202,439 +24,573	+14%	+$896K	2.63%	6
2023 Q3	$6.22M	Buy	177,866 +2,690	+2%	+$99K	2.81%	6
2023 Q2	$6.49M	Buy	+175,176	New	+$6.25M	3.36%	5
2023 Q1	–	Sell	-124,635	Closed	-$4.04M	–	75
2022 Q4	$4.04M	Buy	124,635 +21,425	+21%	+$700K	2.74%	7
2022 Q3	$3.16M	Buy	103,210 +3,154	+3%	+$110K	1.95%	10
2022 Q2	$3.34M	Buy	100,056 +95,355	+2,028%	+$3.44M	1.86%	10
2022 Q1	$190K	Buy	4,701 +1,490	+46%	+$60.7K	0.08%	78
2021 Q4	$142K	Buy	3,211 +693	+28%	+$29.9K	0.06%	117
2021 Q3	$103K	Buy	2,518 +13	+0.5%	+$547	0.06%	108
2021 Q2	$102K	Buy	2,505 +1	+0%	+$39	0.06%	116
2021 Q1	$93K	Buy	+2,504	New	+$92.7K	0.06%	110

Other funds holding NTSX

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Professional Financial Advisors's NTSX Position: Q2 2026 in Review

Professional Financial Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 1.9% in Q2 2026, buying an estimated $565K and bringing the position to 518,200 shares worth $30.6M. The position accounts for 5.29% of the portfolio, ranked #3.

Professional Financial Advisors first reported a position in NTSX in Q1 2021 and has held it in 21 quarters since. 18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Professional Financial Advisors held 518,200 shares of WisdomTree US Efficient Core Fund worth $30.6M as of Q2 2026.
Professional Financial Advisors bought 9,843 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $565K.
WisdomTree US Efficient Core Fund made up 5.29% of Professional Financial Advisors's portfolio in Q2 2026, its #3 holding.
Professional Financial Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2021 and has held it in 21 quarters since.
18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.