Sierra Capital’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Sierra Capital’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	$1.12M	Hold	21,439	–	–	0.12%	119
2025 Q4	$1.18M	Hold	21,439	–	–	0.12%	112
2025 Q3	$1.16M	Hold	21,439	–	–	0.13%	122
2025 Q2	$1.07M	Hold	21,439	–	–	0.12%	119
2025 Q1	$971K	Sell	21,439 -13,338	-38%	-$630K	0.12%	119
2024 Q4	$1.62M	Hold	34,777	–	–	0.19%	99
2024 Q3	$1.63M	Buy	+34,777	New	+$1.57M	0.19%	99

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

Sierra Capital's NTSX Position: Q1 2026 in Review

Sierra Capital held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q1 2026 at 21,439 shares worth $1.12M. The position accounts for 0.12% of the portfolio, ranked #119.

Sierra Capital first reported a position in NTSX in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q3 2024. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Sierra Capital held 21,439 shares of WisdomTree US Efficient Core Fund worth $1.12M as of Q1 2026.
Sierra Capital left its WisdomTree US Efficient Core Fund share count unchanged in Q1 2026.
WisdomTree US Efficient Core Fund made up 0.12% of Sierra Capital's portfolio in Q1 2026, its #119 holding.
Sierra Capital first reported a position in WisdomTree US Efficient Core Fund in Q3 2024 and has held it in 7 quarters since.
Sierra Capital's WisdomTree US Efficient Core Fund position peaked at $1.63M in Q3 2024.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Sierra Capital's 13F filing for Q1 2026, filed 15 May 2026.