Wells Fargo’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Wells Fargo’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	$326K	Buy	5,517 +4,917	+820%	+$282K	﹤0.01%	4898
2026 Q1	$31.3K	Buy	+600	New	+$32.7K	﹤0.01%	5610
2025 Q3	–	Sell	-162	Closed	-$8.11K	–	7293
2025 Q2	$8.11K	Buy	+162	New	+$7.49K	﹤0.01%	5999
2024 Q1	–	Sell	-432	Closed	-$17K	–	7646
2023 Q4	$17K	Sell	432 -15	-3%	-$547	﹤0.01%	5692
2023 Q3	$15.6K	Buy	+447	New	+$16.4K	﹤0.01%	5681
2021 Q1	–	Sell	-100	Closed	-$4K	–	7215
2020 Q4	$4K	Buy	+100	New	+$3.48K	﹤0.01%	6189
2020 Q1	–	Sell	-510	Closed	-$15K	–	6598
2019 Q4	$15K	Buy	+510	New	+$14.6K	﹤0.01%	5804

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Wells Fargo's NTSX Position: Q2 2026 in Review

Wells Fargo increased its WisdomTree US Efficient Core Fund (NTSX) stake by 820% in Q2 2026, buying an estimated $282K and bringing the position to 5,517 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #4898.

Wells Fargo first reported a position in NTSX in Q4 2019 and has held it in 7 quarters since. 113 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Wells Fargo held 5,517 shares of WisdomTree US Efficient Core Fund worth $326K as of Q2 2026.
Wells Fargo bought 4,917 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $282K.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4898 holding.
Wells Fargo first reported a position in WisdomTree US Efficient Core Fund in Q4 2019 and has held it in 7 quarters since.
113 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.