SPIA
NTSX icon

Steward Partners Investment Advisory’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Steward Partners Investment Advisory’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 		$6.85K Buy
+116
New +$6.66K ﹤0.01% 3859

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
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

Steward Partners Investment Advisory's NTSX Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 116 shares worth $6.85K. The stake represents ﹤0.01% of the portfolio and ranks #3859 among its holdings.

109 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Steward Partners Investment Advisory held 116 shares of WisdomTree US Efficient Core Fund worth $6.85K as of Q2 2026.
  • WisdomTree US Efficient Core Fund was a new Steward Partners Investment Advisory position in Q2 2026.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3859 holding.
  • 109 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.