Wedmont Private Capital’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wedmont Private Capital’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	$596K	Hold	10,054	–	–	0.02%	499
2026 Q1	$542K	Hold	10,054	–	–	0.02%	469
2025 Q4	$558K	Hold	10,054	–	–	0.02%	431
2025 Q3	$544K	Hold	10,054	–	–	0.02%	444
2025 Q2	$505K	Hold	10,054	–	–	0.02%	429
2025 Q1	$435K	Hold	10,054	–	–	0.02%	421
2024 Q4	$463K	Hold	10,054	–	–	0.02%	406
2024 Q3	$463K	Hold	10,054	–	–	0.03%	376
2024 Q2	$456K	Buy	+10,054	New	+$425K	0.03%	369

Other funds holding NTSX

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Wedmont Private Capital's NTSX Position: Q2 2026 in Review

Wedmont Private Capital held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 10,054 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #499.

Wedmont Private Capital first reported a position in NTSX in Q2 2024 and has held it in 9 quarters since. 18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Wedmont Private Capital held 10,054 shares of WisdomTree US Efficient Core Fund worth $596K as of Q2 2026.
Wedmont Private Capital left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
WisdomTree US Efficient Core Fund made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #499 holding.
Wedmont Private Capital first reported a position in WisdomTree US Efficient Core Fund in Q2 2024 and has held it in 9 quarters since.
18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.