RHS Financial
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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
Q3 		$3.05M Sell
52,162
-352
-0.7% -$20.9K 1.03% 28
2026
Q2 		$3.1M Buy
52,514
+2,165
+4% +$124K 1.25% 23
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 		$1.76M 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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Innova Wealth Partners
Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return

RHS Financial's NTSX Position: Q3 2026 in Review

RHS Financial reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 0.67% in Q3 2026, selling an estimated $20.9K and leaving 52,162 shares worth $3.05M. The position accounts for 1.03% of the portfolio, ranked #28.

RHS Financial first reported a position in NTSX in Q4 2018 and has held it in 32 quarters since. The position peaked at $8.75M in Q4 2021. 27 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

  • RHS Financial held 52,162 shares of WisdomTree US Efficient Core Fund worth $3.05M as of Q3 2026.
  • RHS Financial sold 352 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $20.9K.
  • WisdomTree US Efficient Core Fund made up 1.03% of RHS Financial's portfolio in Q3 2026, its #28 holding.
  • RHS Financial first reported a position in WisdomTree US Efficient Core Fund in Q4 2018 and has held it in 32 quarters since.
  • RHS Financial's WisdomTree US Efficient Core Fund position peaked at $8.75M in Q4 2021.
  • 27 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.