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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

WAP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo's NTSX Position: Q1 2026 in Review

Wells Fargo opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q1 2026: 600 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #5610 among its holdings. This is a return to the name: Wells Fargo previously reported a position in NTSX as recently as Q2 2025.

Wells Fargo first reported a position in NTSX in Q4 2019 and has held it in 6 quarters since. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Wells Fargo held 600 shares of WisdomTree US Efficient Core Fund worth $31.3K as of Q1 2026.
WisdomTree US Efficient Core Fund was a new Wells Fargo position in Q1 2026.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #5610 holding.
Wells Fargo first reported a position in WisdomTree US Efficient Core Fund in Q4 2019 and has held it in 6 quarters since.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.