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Smartleaf Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Smartleaf Asset Management’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
Q2 		$79.7K Hold
1,355
– – ﹤0.01% 1271
2026
Q1 		$68.8K Hold
1,355
– – ﹤0.01% 1293
2025
Q4 		$75.1K Hold
1,355
– – ﹤0.01% 1347
2025
Q3 		$72.8K Hold
1,355
– – ﹤0.01% 1234
2025
Q2 		$67.3K Sell
1,355
-467
-26% -$21.6K 0.01% 1034
2025
Q1 		$82.1K Buy
1,822
+1,702
+1,418% +$80.3K 0.01% 920
2024
Q4 		$5.65K Hold
120
– – ﹤0.01% 2206
2024
Q3 		$5.63K Hold
120
– – ﹤0.01% 2068
2024
Q2 		$5.3K Buy
120
+5
+4% +$211 ﹤0.01% 1773
2024
Q1 		$4.9K Hold
115
– – ﹤0.01% 1223
2023
Q4 		$4.57K Buy
+115
New +$4.19K ﹤0.01% 881

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Smartleaf Asset Management's NTSX Position: Q2 2026 in Review

Smartleaf Asset Management held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 1,355 shares worth $79.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Smartleaf Asset Management first reported a position in NTSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $82.1K in Q1 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Smartleaf Asset Management held 1,355 shares of WisdomTree US Efficient Core Fund worth $79.7K as of Q2 2026.
  • Smartleaf Asset Management left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1271 holding.
  • Smartleaf Asset Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's WisdomTree US Efficient Core Fund position peaked at $82.1K in Q1 2025.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.