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

Rational 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 		$69.3M Buy
1,296,573
+650,475
+101% +$35.5M 7.08% 4
2025
Q4 		$35.4M Sell
646,098
-67,595
-9% -$3.69M 3.63% 9
2025
Q3 		$38.5M Sell
713,693
-65,383
-8% -$3.38M 3.83% 9
2025
Q2 		$39M Sell
779,076
-125,256
-14% -$5.79M 3.86% 9
2025
Q1 		$41M Sell
904,332
-175,838
-16% -$8.3M 4.14% 8
2024
Q4 		$50.4M Sell
1,080,170
-97,690
-8% -$4.64M 4.93% 7
2024
Q3 		$55.3M Sell
1,177,860
-97,728
-8% -$4.41M 5.33% 6
2024
Q2 		$56M Buy
1,275,588
+19,020
+2% +$803K 5.46% 7
2024
Q1 		$53.1M Sell
1,256,568
-33,919
-3% -$1.38M 4.92% 8
2023
Q4 		$50.7M Buy
1,290,487
+47,567
+4% +$1.73M 5.16% 8
2023
Q3 		$43.5M Sell
1,242,920
-139,785
-10% -$5.14M 3.93% 10
2023
Q2 		$51.3M Buy
1,382,705
+274,276
+25% +$9.78M 4.24% 9
2023
Q1 		$38.9M Sell
1,108,429
-634,830
-36% -$21.6M 3.17% 11
2022
Q4 		$56.6M Buy
1,743,259
+33,893
+2% +$1.11M 4.69% 8
2022
Q3 		$52.3M Sell
1,709,366
-60,080
-3% -$2.09M 4.12% 9
2022
Q2 		$59M Sell
1,769,446
-753,418
-30% -$27.2M 4.24% 9
2022
Q1 		$102M Buy
2,522,864
+740,376
+42% +$30.2M 6.05% 6
2021
Q4 		$79M Buy
1,782,488
+346,791
+24% +$15M 4.84% 8
2021
Q3 		$58.5M Buy
1,435,697
+1,321,877
+1,161% +$55.6M 4.57% 8
2021
Q2 		$4.63M Buy
113,820
+42,027
+59% +$1.65M 0.55% 28
2021
Q1 		$2.68M Buy
71,793
+24,234
+51% +$898K 0.5% 38
2020
Q4 		$1.74M Buy
47,559
+26,409
+125% +$919K 0.47% 46
2020
Q3 		$704K Buy
21,150
+3,692
+21% +$121K 0.3% 107
2020
Q2 		$534K Buy
17,458
+14,763
+548% +$428K 0.28% 111
2020
Q1 		$69K Buy
+2,695
New +$77.9K 0.05% 141

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

Rational Advisors's NTSX Position: Q1 2026 in Review

Rational Advisors increased its WisdomTree US Efficient Core Fund (NTSX) stake by 101% in Q1 2026, buying an estimated $35.5M and bringing the position to 1,296,573 shares worth $69.3M. The position accounts for 7.08% of the portfolio, ranked #4.

Rational Advisors first reported a position in NTSX in Q1 2020 and has held it in 25 quarters since. The position peaked at $102M in Q1 2022. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Rational Advisors held 1,296,573 shares of WisdomTree US Efficient Core Fund worth $69.3M as of Q1 2026.
  • Rational Advisors bought 650,475 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $35.5M.
  • WisdomTree US Efficient Core Fund made up 7.08% of Rational Advisors's portfolio in Q1 2026, its #4 holding.
  • Rational Advisors first reported a position in WisdomTree US Efficient Core Fund in Q1 2020 and has held it in 25 quarters since.
  • Rational Advisors's WisdomTree US Efficient Core Fund position peaked at $102M in Q1 2022.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Rational Advisors's 13F filing for Q1 2026, filed 7 May 2026.