UBS Group’s WisdomTree Emerging Markets Efficient Core Fund NTSE Stock Holding History

UBS Group’s Portfolio NTSE Stock Details NTSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7	Closed	-$254	–	10968
2025 Q3	$254	Buy	+7	New	+$242	﹤0.01%	9778
2025 Q1	–	Sell	-158	Closed	-$4.53K	–	10565
2024 Q4	$4.53K	Sell	158 -521	-77%	-$15.9K	﹤0.01%	8750
2024 Q3	$21.9K	Buy	+679	New	+$20.6K	﹤0.01%	7312
2024 Q1	–	Sell	-1,564	Closed	-$44.3K	–	9806
2023 Q4	$44.3K	Buy	+1,564	New	+$41.2K	﹤0.01%	6609
2023 Q3	–	Sell	-1,338	Closed	-$37.3K	–	9812
2023 Q2	$37.3K	Buy	+1,338	New	+$37.3K	﹤0.01%	6620
2022 Q3	–	Sell	-191	Closed	-$5K	–	10732
2022 Q2	$5K	Buy	191 +92	+93%	+$2.75K	﹤0.01%	8907
2022 Q1	$3K	Sell	99 -301	-75%	-$10.6K	﹤0.01%	9466
2021 Q4	$15K	Buy	400 +391	+4,344%	+$14.9K	﹤0.01%	8251
2021 Q3	$0	Buy	+9	New	+$358	﹤0.01%	9903

Other funds holding NTSE

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group's NTSE Position: Q4 2025 in Review

UBS Group sold out of WisdomTree Emerging Markets Efficient Core Fund (NTSE) in Q4 2025, closing a stake of 7 shares — an estimated $254 sold.

UBS Group first reported a position in NTSE in Q3 2021 and held it in 9 quarters. The position peaked at $44.3K in Q4 2023. 20 funds tracked by Wall St. Rank hold NTSE as of Q4 2025.

UBS Group reported no remaining WisdomTree Emerging Markets Efficient Core Fund position as of Q4 2025 after selling out during the quarter.
UBS Group sold 7 WisdomTree Emerging Markets Efficient Core Fund shares in Q4 2025, an estimated $254.
UBS Group first reported a position in WisdomTree Emerging Markets Efficient Core Fund in Q3 2021 and held it in 9 quarters.
UBS Group's WisdomTree Emerging Markets Efficient Core Fund position peaked at $44.3K in Q4 2023.
20 funds tracked by Wall St. Rank held WisdomTree Emerging Markets Efficient Core Fund as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.