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

Team Financial Group’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 Q3	$262K	Buy	4,482 +169	+4%	+$10K	0.1%	48
2026 Q2	$255K	Buy	4,313 +24	+0.6%	+$1.38K	0.11%	48
2026 Q1	$224K	Buy	4,289 +291	+7%	+$15.9K	0.1%	47
2025 Q4	$219K	Buy	3,998 +292	+8%	+$16K	0.1%	44
2025 Q3	$200K	Buy	3,706 +26	+0.7%	+$1.35K	0.09%	45
2025 Q2	$184K	Buy	+3,680	New	+$170K	0.09%	41
2024 Q2	–	Sell	-4,961	Closed	-$209K	–	34
2024 Q1	$209K	Buy	4,961 +361	+8%	+$14.7K	0.14%	32
2023 Q4	$181K	Buy	4,600 +362	+9%	+$13.2K	0.13%	34
2023 Q3	$148K	Buy	+4,238	New	+$156K	0.12%	40

Other funds holding NTSX

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

Team Financial Group's NTSX Position: Q3 2026 in Review

Team Financial Group increased its WisdomTree US Efficient Core Fund (NTSX) stake by 3.9% in Q3 2026, buying an estimated $10K and bringing the position to 4,482 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #48.

Team Financial Group first reported a position in NTSX in Q3 2023 and has held it in 9 quarters since. 98 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

Team Financial Group held 4,482 shares of WisdomTree US Efficient Core Fund worth $262K as of Q3 2026.
Team Financial Group bought 169 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $10K.
WisdomTree US Efficient Core Fund made up 0.1% of Team Financial Group's portfolio in Q3 2026, its #48 holding.
Team Financial Group first reported a position in WisdomTree US Efficient Core Fund in Q3 2023 and has held it in 9 quarters since.
98 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Team Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.