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Traynor Capital Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Traynor Capital Management’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 		$230K Buy
+3,887
New +$223K 0.01% 295
2026
Q1 		– Sell
-3,887
Closed -$213K – 368
2025
Q4 		$213K Hold
3,887
– – 0.01% 302
2025
Q3 		$210K Buy
+3,887
New +$201K 0.01% 306

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
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
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
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Traynor Capital Management's NTSX Position: Q2 2026 in Review

Traynor Capital Management opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 3,887 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #295 among its holdings. This is a return to the name: Traynor Capital Management previously reported a position in NTSX as recently as Q4 2025.

Traynor Capital Management first reported a position in NTSX in Q3 2025 and has held it in 3 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Traynor Capital Management held 3,887 shares of WisdomTree US Efficient Core Fund worth $230K as of Q2 2026.
  • WisdomTree US Efficient Core Fund was a new Traynor Capital Management position in Q2 2026.
  • WisdomTree US Efficient Core Fund made up 0.01% of Traynor Capital Management's portfolio in Q2 2026, its #295 holding.
  • Traynor Capital Management first reported a position in WisdomTree US Efficient Core Fund in Q3 2025 and has held it in 3 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.