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 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

IWP

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Team Financial Group's NTSX Position: Q2 2026 in Review

Team Financial Group increased its WisdomTree US Efficient Core Fund (NTSX) stake by 0.56% in Q2 2026, buying an estimated $1.38K and bringing the position to 4,313 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #48.

Team Financial Group first reported a position in NTSX in Q3 2023 and has held it in 8 quarters since. 18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Team Financial Group held 4,313 shares of WisdomTree US Efficient Core Fund worth $255K as of Q2 2026.
Team Financial Group bought 24 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $1.38K.
WisdomTree US Efficient Core Fund made up 0.11% of Team Financial Group's portfolio in Q2 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 8 quarters since.
18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.