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

UBS 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 Q1	–	Sell	-328	Closed	-$18K	–	10961
2025 Q4	$18K	Buy	+328	New	+$17.9K	﹤0.01%	7866
2024 Q3	–	Sell	-1,067	Closed	-$46.9K	–	9890
2024 Q2	$46.9K	Buy	+1,067	New	+$45.1K	﹤0.01%	6739
2023 Q4	–	Sell	-1,365	Closed	-$47.7K	–	9721
2023 Q3	$47.7K	Buy	1,365 +1,163	+576%	+$42.8K	﹤0.01%	6318
2023 Q2	$7.49K	Buy	+202	New	+$7.21K	﹤0.01%	7289
2023 Q1	–	Sell	-111	Closed	-$3.6K	–	10120
2022 Q4	$3.6K	Buy	111 +88	+383%	+$2.88K	﹤0.01%	9483
2022 Q3	$1K	Buy	+23	New	+$801	﹤0.01%	9995
2021 Q4	–	Sell	-1,134	Closed	-$46K	–	10555
2021 Q3	$46K	Buy	+1,134	New	+$47.7K	﹤0.01%	6398
2021 Q2	–	Sell	-464	Closed	-$17K	–	9665
2021 Q1	$17K	Buy	+464	New	+$17.2K	﹤0.01%	7525
2020 Q3	–	Sell	-1,355	Closed	-$41K	–	8275
2020 Q2	$41K	Buy	1,355 +1,262	+1,357%	+$36.6K	﹤0.01%	6034
2020 Q1	$2K	Buy	+93	New	+$2.69K	﹤0.01%	7625

Other funds holding NTSX

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WAP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's NTSX Position: Q1 2026 in Review

UBS Group sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2026, closing a stake of 328 shares — an estimated $18K sold.

UBS Group first reported a position in NTSX in Q1 2020 and held it in 10 quarters. The position peaked at $47.7K in Q3 2023. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

UBS Group reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2026 after selling out during the quarter.
UBS Group sold 328 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $18K.
UBS Group first reported a position in WisdomTree US Efficient Core Fund in Q1 2020 and held it in 10 quarters.
UBS Group's WisdomTree US Efficient Core Fund position peaked at $47.7K in Q3 2023.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.