WIM
NTSX icon

WealthPlan Investment Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

WealthPlan Investment Management’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 		$791K Sell
13,397
-1,410
-10% -$81K 0.04% 257
2026
Q1 		$772K Sell
14,807
-3,511
-19% -$191K 0.04% 243
2025
Q4 		$1M Buy
18,318
+195
+1% +$10.7K 0.06% 203
2025
Q3 		$977K Buy
18,123
+6,324
+54% +$327K 0.06% 180
2025
Q2 		$591K Buy
+11,799
New +$546K 0.04% 221

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
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

WealthPlan Investment Management's NTSX Position: Q2 2026 in Review

WealthPlan Investment Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 9.5% in Q2 2026, selling an estimated $81K and leaving 13,397 shares worth $791K. The position accounts for 0.04% of the portfolio, ranked #257.

WealthPlan Investment Management first reported a position in NTSX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • WealthPlan Investment Management held 13,397 shares of WisdomTree US Efficient Core Fund worth $791K as of Q2 2026.
  • WealthPlan Investment Management sold 1,410 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $81K.
  • WisdomTree US Efficient Core Fund made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #257 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree US Efficient Core Fund in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's WisdomTree US Efficient Core Fund position peaked at $1M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.