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

Tounjian Advisory Partners’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	$210K	Buy	+3,561	New	+$205K	0.09%	111
2025 Q3	–	Sell	-5,110	Closed	-$231K	–	209
2025 Q2	$231K	Sell	5,110 -406	-7%	-$18.8K	0.04%	230
2025 Q1	$250K	Buy	+5,516	New	+$260K	0.05%	228

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Tounjian Advisory Partners's NTSX Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 3,561 shares worth $210K. The stake represents 0.09% of the portfolio and ranks #111 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in NTSX as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in NTSX in Q1 2025 and has held it in 3 quarters since. The position peaked at $250K in Q1 2025. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Tounjian Advisory Partners held 3,561 shares of WisdomTree US Efficient Core Fund worth $210K as of Q2 2026.
WisdomTree US Efficient Core Fund was a new Tounjian Advisory Partners position in Q2 2026.
WisdomTree US Efficient Core Fund made up 0.09% of Tounjian Advisory Partners's portfolio in Q2 2026, its #111 holding.
Tounjian Advisory Partners first reported a position in WisdomTree US Efficient Core Fund in Q1 2025 and has held it in 3 quarters since.
Tounjian Advisory Partners's WisdomTree US Efficient Core Fund position peaked at $250K in Q1 2025.
113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.