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 Q3	$597K	Hold	10,054	–	–	0.01%	543
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

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wedmont Private Capital's NTSX Position: Q3 2026 in Review

Wedmont Private Capital held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q3 2026 at 10,054 shares worth $597K. The position accounts for 0.01% of the portfolio, ranked #543.

Wedmont Private Capital first reported a position in NTSX in Q2 2024 and has held it in 10 quarters since. 4 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

Wedmont Private Capital held 10,054 shares of WisdomTree US Efficient Core Fund worth $597K as of Q3 2026.
Wedmont Private Capital left its WisdomTree US Efficient Core Fund share count unchanged in Q3 2026.
WisdomTree US Efficient Core Fund made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #543 holding.
Wedmont Private Capital first reported a position in WisdomTree US Efficient Core Fund in Q2 2024 and has held it in 10 quarters since.
4 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.