Prospera Financial Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Prospera Financial Services’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	$267K	Buy	+4,524	New	+$260K	﹤0.01%	1280
2023 Q4	–	Sell	-8,345	Closed	-$292K	–	1096
2023 Q3	$292K	Sell	8,345 -6,290	-43%	-$231K	0.01%	820
2023 Q2	$543K	Sell	14,635 -1,990	-12%	-$71K	0.02%	593
2023 Q1	$583K	Sell	16,625 -8,916	-35%	-$303K	0.02%	567
2022 Q4	$829K	Buy	25,541 +6,376	+33%	+$208K	0.04%	406
2022 Q3	$586K	Sell	19,165 -2,814	-13%	-$97.9K	0.03%	485
2022 Q2	$733K	Sell	21,979 -28,236	-56%	-$1.02M	0.04%	435
2022 Q1	$2.04M	Sell	50,215 -5,581	-10%	-$227K	0.09%	269
2021 Q4	$2.47M	Sell	55,796 -2,737	-5%	-$118K	0.11%	226
2021 Q3	$2.38M	Buy	58,533 +1,265	+2%	+$53.2K	0.12%	206
2021 Q2	$2.33M	Sell	57,268 -4,343	-7%	-$171K	0.12%	218
2021 Q1	$2.3M	Buy	+61,611	New	+$2.28M	0.14%	186

Other funds holding NTSX

WAP

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

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 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

Prospera Financial Services's NTSX Position: Q2 2026 in Review

Prospera Financial Services opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 4,524 shares worth $267K. The stake represents ﹤0.01% of the portfolio and ranks #1280 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in NTSX as recently as Q3 2023.

Prospera Financial Services first reported a position in NTSX in Q1 2021 and has held it in 12 quarters since. The position peaked at $2.47M in Q4 2021. 18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Prospera Financial Services held 4,524 shares of WisdomTree US Efficient Core Fund worth $267K as of Q2 2026.
WisdomTree US Efficient Core Fund was a new Prospera Financial Services position in Q2 2026.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1280 holding.
Prospera Financial Services first reported a position in WisdomTree US Efficient Core Fund in Q1 2021 and has held it in 12 quarters since.
Prospera Financial Services's WisdomTree US Efficient Core Fund position peaked at $2.47M in Q4 2021.
18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.