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

RHS Financial’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 		$2.63M Sell
50,349
-2,061
-4% -$112K 1.24% 24
2025
Q4 		$2.87M Sell
52,410
-1,384
-3% -$75.6K 1.4% 21
2025
Q3 		$2.9M Sell
53,794
-4,721
-8% -$244K 1.5% 23
2025
Q2 		$2.93M Buy
58,515
+3,076
+6% +$142K 1.66% 19
2025
Q1 		$2.51M Sell
55,439
-1,236
-2% -$58.3K 1.41% 26
2024
Q4 		$2.65M Sell
56,675
-190
-0.3% -$9.02K 1.37% 22
2024
Q3 		$2.67M Sell
56,865
-1,521
-3% -$68.7K 1.35% 24
2024
Q2 		$2.56M Sell
58,386
-3,792
-6% -$160K 1.57% 19
2024
Q1 		$2.63M Sell
62,178
-4,915
-7% -$201K 1.53% 19
2023
Q4 		$2.64M Sell
67,093
-5,758
-8% -$210K 1.67% 19
2023
Q3 		$2.55M Sell
72,851
-7,410
-9% -$273K 1.78% 18
2023
Q2 		$2.98M Sell
80,261
-5,142
-6% -$183K 2.18% 14
2023
Q1 		$2.99M Sell
85,403
-8,544
-9% -$290K 2.28% 14
2022
Q4 		$3.05M Sell
93,947
-56,932
-38% -$1.86M 2.42% 12
2022
Q3 		$4.61M Sell
150,879
-41,819
-22% -$1.46M 4.1% 4
2022
Q2 		$6.42M Sell
192,698
-15,150
-7% -$547K 5.28% 3
2022
Q1 		$8.42M Buy
207,848
+10,372
+5% +$423K 6.2% 2
2021
Q4 		$8.75M Buy
197,476
+7,914
+4% +$342K 6.07% 2
2021
Q3 		$7.72M Buy
189,562
+34,272
+22% +$1.44M 5.63% 1
2021
Q2 		$6.31M Buy
155,290
+19,416
+14% +$764K 4.72% 1
2021
Q1 		$5.07M Buy
135,874
+45,897
+51% +$1.7M 4.23% 6
2020
Q4 		$3.29M Sell
89,977
-5,039
-5% -$175K 2.83% 13
2020
Q3 		$3.16M Buy
95,016
+9,944
+12% +$326K 3.18% 11
2020
Q2 		$2.6M Buy
85,072
+14,262
+20% +$413K 3.04% 12
2020
Q1 		$1.82M Buy
70,810
+11,566
+20% +$334K 2.44% 16
2019
Q4 		$1.75M Buy
59,244
+9,196
+18% +$263K 1.83% 20
2019
Q3 		$1.4M Buy
50,048
+6,728
+16% +$186K 1.64% 21
2019
Q2 		$1.18M Buy
43,320
+4,276
+11% +$113K 1.47% 21
2019
Q1 		$1.01M Buy
39,044
+5,002
+15% +$124K 1.3% 27
2018
Q4 		$775K Buy
+34,042
New +$819K 1.12% 27

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
RA
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
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

RHS Financial's NTSX Position: Q1 2026 in Review

RHS Financial reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 3.9% in Q1 2026, selling an estimated $112K and leaving 50,349 shares worth $2.63M. The position accounts for 1.24% of the portfolio, ranked #24.

RHS Financial first reported a position in NTSX in Q4 2018 and has held it in 30 quarters since. The position peaked at $8.75M in Q4 2021. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • RHS Financial held 50,349 shares of WisdomTree US Efficient Core Fund worth $2.63M as of Q1 2026.
  • RHS Financial sold 2,061 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $112K.
  • WisdomTree US Efficient Core Fund made up 1.24% of RHS Financial's portfolio in Q1 2026, its #24 holding.
  • RHS Financial first reported a position in WisdomTree US Efficient Core Fund in Q4 2018 and has held it in 30 quarters since.
  • RHS Financial's WisdomTree US Efficient Core Fund position peaked at $8.75M in Q4 2021.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.