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Wealthcare Advisory Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wealthcare Advisory Partners’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 		$60.9M Buy
1,031,715
+43,624
+4% +$2.51M 1.16% 16
2026
Q1 		$51.5M Buy
988,091
+55,390
+6% +$3.02M 1% 19
2025
Q4 		$51.1M Sell
932,701
-8,614
-0.9% -$471K 1% 19
2025
Q3 		$50.8M Buy
941,315
+21,111
+2% +$1.09M 1.06% 17
2025
Q2 		$46.1M Buy
920,204
+16,016
+2% +$741K 1.05% 18
2025
Q1 		$41M Sell
904,188
-846
-0.1% -$39.9K 1.1% 18
2024
Q4 		$42.3M Buy
905,034
+19,666
+2% +$933K 1.17% 16
2024
Q3 		$41.6M Buy
885,368
+3,454
+0.4% +$156K 1.19% 16
2024
Q2 		$38.7M Buy
881,914
+6,579
+0.8% +$278K 1.21% 17
2024
Q1 		$37M Buy
875,335
+179,183
+26% +$7.31M 1.21% 15
2023
Q4 		$27.4M Buy
696,152
+21,945
+3% +$800K 1.09% 17
2023
Q3 		$23.6M Buy
674,207
+21,646
+3% +$796K 1.08% 18
2023
Q2 		$24.2M Buy
652,561
+49,068
+8% +$1.75M 1.08% 17
2023
Q1 		$21.2M Buy
603,493
+214,606
+55% +$7.3M 0.91% 22
2022
Q4 		$12.6M Buy
+388,887
New +$12.7M 0.6% 38

Other funds holding NTSX

PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Wealthcare Advisory Partners's NTSX Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree US Efficient Core Fund (NTSX) stake by 4.4% in Q2 2026, buying an estimated $2.51M and bringing the position to 1,031,715 shares worth $60.9M. The position accounts for 1.16% of the portfolio, ranked #16.

Wealthcare Advisory Partners first reported a position in NTSX in Q4 2022 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Wealthcare Advisory Partners held 1,031,715 shares of WisdomTree US Efficient Core Fund worth $60.9M as of Q2 2026.
  • Wealthcare Advisory Partners bought 43,624 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $2.51M.
  • WisdomTree US Efficient Core Fund made up 1.16% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #16 holding.
  • Wealthcare Advisory Partners first reported a position in WisdomTree US Efficient Core Fund in Q4 2022 and has held it in 15 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.