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Wellington-Altus USA’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wellington-Altus USA’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 		$31K Hold
595
– – 0.02% 410
2026
Q1 		$35.1K Hold
595
– – 0.02% 409
2025
Q4 		$32.6K Buy
+595
New +$32.5K 0.02% 381

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

Wellington-Altus USA's NTSX Position: Q2 2026 in Review

Wellington-Altus USA held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 595 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #410.

Wellington-Altus USA first reported a position in NTSX in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.1K in Q1 2026. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Wellington-Altus USA held 595 shares of WisdomTree US Efficient Core Fund worth $31K as of Q2 2026.
  • Wellington-Altus USA left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree US Efficient Core Fund made up 0.02% of Wellington-Altus USA's portfolio in Q2 2026, its #410 holding.
  • Wellington-Altus USA first reported a position in WisdomTree US Efficient Core Fund in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's WisdomTree US Efficient Core Fund position peaked at $35.1K in Q1 2026.
  • 113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.