REAP Financial Group’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

REAP Financial Group’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	$737K	Sell	14,125 -2,370	-14%	-$129K	0.15%	56
2025 Q4	$904K	Sell	16,495 -505	-3%	-$27.6K	0.18%	50
2025 Q3	$917K	Sell	17,000 -1,562	-8%	-$80.8K	0.2%	50
2025 Q2	$929K	Sell	18,562 -1,204	-6%	-$55.7K	0.22%	53
2025 Q1	$896K	Sell	19,766 -5,070	-20%	-$239K	0.22%	52
2024 Q4	$1.16M	Sell	24,836 -4,431	-15%	-$210K	0.29%	48
2024 Q3	$1.38M	Sell	29,267 -8,998	-24%	-$406K	0.34%	44
2024 Q2	$1.68M	Sell	38,265 -10,108	-21%	-$427K	0.45%	40
2024 Q1	$2.04M	Sell	48,373 -13,063	-21%	-$533K	0.56%	42
2023 Q4	$2.41M	Buy	+61,436	New	+$2.24M	0.7%	39

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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 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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

REAP Financial Group's NTSX Position: Q1 2026 in Review

REAP Financial Group reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 14% in Q1 2026, selling an estimated $129K and leaving 14,125 shares worth $737K. The position accounts for 0.15% of the portfolio, ranked #56.

REAP Financial Group first reported a position in NTSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.41M in Q4 2023. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

REAP Financial Group held 14,125 shares of WisdomTree US Efficient Core Fund worth $737K as of Q1 2026.
REAP Financial Group sold 2,370 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $129K.
WisdomTree US Efficient Core Fund made up 0.15% of REAP Financial Group's portfolio in Q1 2026, its #56 holding.
REAP Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's WisdomTree US Efficient Core Fund position peaked at $2.41M in Q4 2023.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.