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

United Advisor 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 		$754K Buy
14,453
+2,038
+16% +$111K 0.09% 223
2025
Q4 		$680K Buy
12,415
+416
+3% +$22.7K 0.08% 232
2025
Q3 		$647K Buy
11,999
+248
+2% +$12.8K 0.09% 227
2025
Q2 		$588K Buy
11,751
+1,160
+11% +$53.6K 0.1% 197
2025
Q1 		$480K Buy
10,591
+5,052
+91% +$238K 0.1% 189
2024
Q4 		$259K Buy
+5,539
New +$263K 0.05% 316

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
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
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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

United Advisor Group's NTSX Position: Q1 2026 in Review

United Advisor Group increased its WisdomTree US Efficient Core Fund (NTSX) stake by 16% in Q1 2026, buying an estimated $111K and bringing the position to 14,453 shares worth $754K. The position accounts for 0.09% of the portfolio, ranked #223.

United Advisor Group first reported a position in NTSX in Q4 2024 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • United Advisor Group held 14,453 shares of WisdomTree US Efficient Core Fund worth $754K as of Q1 2026.
  • United Advisor Group bought 2,038 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $111K.
  • WisdomTree US Efficient Core Fund made up 0.09% of United Advisor Group's portfolio in Q1 2026, its #223 holding.
  • United Advisor Group first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and has held it in 6 quarters since.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.