Stifel Financial
NTSX icon

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

Stifel 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
2025
Q2 		– Sell
-11,600
Closed -$526K – 3550
2025
Q1 		$526K Sell
11,600
-14,807
-56% -$699K ﹤0.01% 2652
2024
Q4 		$1.23M Sell
26,407
-58
-0.2% -$2.75K ﹤0.01% 2118
2024
Q3 		$1.24M Hold
26,465
– – ﹤0.01% 2080
2024
Q2 		$1.16M Buy
26,465
+1,985
+8% +$83.8K ﹤0.01% 2071
2024
Q1 		$1.03M Sell
24,480
-690
-3% -$28.1K ﹤0.01% 2167
2023
Q4 		$989K Buy
25,170
+222
+0.9% +$8.1K ﹤0.01% 2155
2023
Q3 		$872K Hold
24,948
– – ﹤0.01% 2135
2023
Q2 		$925K Buy
24,948
+37
+0.1% +$1.32K ﹤0.01% 2136
2023
Q1 		$873K Hold
24,911
– – ﹤0.01% 2148
2022
Q4 		$808K Buy
24,911
+3,700
+17% +$121K ﹤0.01% 2162
2022
Q3 		$649K Hold
21,211
– – ﹤0.01% 2277
2022
Q2 		$707K Buy
21,211
+4,351
+26% +$157K ﹤0.01% 2254
2022
Q1 		$683K Buy
16,860
+8,649
+105% +$352K ﹤0.01% 2383
2021
Q4 		$364K Buy
8,211
+1,000
+14% +$43.2K ﹤0.01% 2792
2021
Q3 		$294K Buy
7,211
+852
+13% +$35.8K ﹤0.01% 2919
2021
Q2 		$258K Buy
6,359
+538
+9% +$21.2K ﹤0.01% 2996
2021
Q1 		$217K Buy
+5,821
New +$216K ﹤0.01% 2978

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 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
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

Stifel Financial's NTSX Position: Q2 2025 in Review

Stifel Financial sold out of WisdomTree US Efficient Core Fund (NTSX) in Q2 2025, closing a stake of 11,600 shares — an estimated $526K sold.

Stifel Financial first reported a position in NTSX in Q1 2021 and held it in 17 quarters. The position peaked at $1.24M in Q3 2024. 98 funds tracked by Wall St. Rank hold NTSX as of Q2 2025.

  • Stifel Financial reported no remaining WisdomTree US Efficient Core Fund position as of Q2 2025 after selling out during the quarter.
  • Stifel Financial sold 11,600 WisdomTree US Efficient Core Fund shares in Q2 2025, an estimated $526K.
  • Stifel Financial first reported a position in WisdomTree US Efficient Core Fund in Q1 2021 and held it in 17 quarters.
  • Stifel Financial's WisdomTree US Efficient Core Fund position peaked at $1.24M in Q3 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2025.

Based on Stifel Financial's 13F filing for Q2 2025, filed 14 Aug 2025.