Wealth Enhancement Advisory Services’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wealth Enhancement Advisory Services’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	$19.4M	Buy	327,755 +4,309	+1%	+$248K	0.03%	447
2026 Q1	$17M	Sell	323,446 -154,255	-32%	-$8.41M	0.03%	445
2025 Q4	$26.6M	Sell	477,701 -2,014	-0.4%	-$110K	0.04%	402
2025 Q3	$26M	Buy	479,715 +42,058	+10%	+$2.18M	0.04%	382
2025 Q2	$22M	Sell	437,657 -53,712	-11%	-$2.48M	0.04%	397
2025 Q1	$22.3M	Buy	491,369 +26,307	+6%	+$1.24M	0.04%	367
2024 Q4	$21.7M	Buy	465,062 +43,347	+10%	+$2.06M	0.04%	356
2024 Q3	$19.8M	Buy	421,715 +47,866	+13%	+$2.16M	0.04%	352
2024 Q2	$16.4M	Buy	373,849 +18,747	+5%	+$792K	0.04%	366
2024 Q1	$15M	Buy	355,102 +16,893	+5%	+$689K	0.04%	378
2023 Q4	$13.3M	Buy	338,209 +45,908	+16%	+$1.67M	0.04%	372
2023 Q3	$10.2M	Buy	+292,301	New	+$10.8M	0.03%	404

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

PFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's NTSX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree US Efficient Core Fund (NTSX) stake by 1.3% in Q2 2026, buying an estimated $248K and bringing the position to 327,755 shares worth $19.4M. The position accounts for 0.03% of the portfolio, ranked #447.

Wealth Enhancement Advisory Services first reported a position in NTSX in Q3 2023 and has held it in 12 quarters since. The position peaked at $26.6M in Q4 2025. 44 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Wealth Enhancement Advisory Services held 327,755 shares of WisdomTree US Efficient Core Fund worth $19.4M as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,309 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $248K.
WisdomTree US Efficient Core Fund made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #447 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree US Efficient Core Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's WisdomTree US Efficient Core Fund position peaked at $26.6M in Q4 2025.
44 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.