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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

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $159M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 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. 112 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.
  • 112 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.