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

SYM Financial Corp’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	$24.7K	Buy	473 +1	+0.2%	+$55	﹤0.01%	383
2025 Q4	$25.9K	Buy	472 +1	+0.2%	+$55	﹤0.01%	384
2025 Q3	$25.4K	Buy	471 +1	+0.2%	+$52	﹤0.01%	377
2025 Q2	$23.5K	Sell	470 -124	-21%	-$5.73K	﹤0.01%	380
2025 Q1	$26.9K	Buy	+594	New	+$28K	﹤0.01%	324
2023 Q3	–	Sell	-208	Closed	-$7.71K	–	192
2023 Q2	$7.71K	Hold	208	–	–	﹤0.01%	103
2023 Q1	$7.29K	Sell	208 -583	-74%	-$19.8K	﹤0.01%	95
2022 Q4	$25.7K	Sell	791 -1,495,087	-100%	-$48.9M	0.01%	97
2022 Q3	$45.7M	Sell	1,495,878 -28,812	-2%	-$1M	22.15%	1
2022 Q2	$50.8M	Buy	1,524,690 +48,330	+3%	+$1.74M	24.04%	1
2022 Q1	$59.8M	Buy	1,476,360 +130,165	+10%	+$5.3M	25.72%	1
2021 Q4	$59.7M	Buy	+1,346,195	New	+$58.2M	23.22%	1

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

SYM Financial Corp's NTSX Position: Q1 2026 in Review

SYM Financial Corp increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.21% in Q1 2026, buying an estimated $55 and bringing the position to 473 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

SYM Financial Corp first reported a position in NTSX in Q4 2021 and has held it in 12 quarters since. The position peaked at $59.8M in Q1 2022. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

SYM Financial Corp held 473 shares of WisdomTree US Efficient Core Fund worth $24.7K as of Q1 2026.
SYM Financial Corp bought 1 WisdomTree US Efficient Core Fund share in Q1 2026, an estimated $55.
WisdomTree US Efficient Core Fund made up ﹤0.01% of SYM Financial Corp's portfolio in Q1 2026, its #383 holding.
SYM Financial Corp first reported a position in WisdomTree US Efficient Core Fund in Q4 2021 and has held it in 12 quarters since.
SYM Financial Corp's WisdomTree US Efficient Core Fund position peaked at $59.8M in Q1 2022.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.