WWM
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Western Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Western Wealth Management’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 		$536K Sell
10,271
-737
-7% -$40.2K 0.02% 621
2025
Q4 		$603K Sell
11,008
-1,156
-10% -$63.2K 0.03% 472
2025
Q3 		$656K Sell
12,164
-515
-4% -$26.7K 0.03% 390
2025
Q2 		$635K Buy
12,679
+707
+6% +$32.7K 0.04% 359
2025
Q1 		$542K Sell
11,972
-177
-1% -$8.35K 0.04% 364
2024
Q4 		$567K Sell
12,149
-481
-4% -$22.8K 0.04% 350
2024
Q3 		$593K Sell
12,630
-1,040
-8% -$46.9K 0.03% 417
2024
Q2 		$600K Sell
13,670
-377
-3% -$15.9K 0.04% 320
2024
Q1 		$593K Sell
14,047
-84
-0.6% -$3.43K 0.05% 324
2023
Q4 		$555K Sell
14,131
-40
-0.3% -$1.46K 0.04% 382
2023
Q3 		$495K Sell
14,171
-308
-2% -$11.3K 0.04% 389
2023
Q2 		$537K Sell
14,479
-842
-5% -$30K 0.05% 359
2023
Q1 		$537K Sell
15,321
-2,001
-12% -$68K 0.05% 349
2022
Q4 		$562K Sell
17,322
-21,506
-55% -$703K 0.06% 319
2022
Q3 		$1.19M Sell
38,828
-2,582
-6% -$89.9K 0.07% 268
2022
Q2 		$1.38M Sell
41,410
-11,629
-22% -$420K 0.08% 243
2022
Q1 		$2.15M Buy
53,039
+24,109
+83% +$983K 0.1% 194
2021
Q4 		$1.28M Buy
+28,930
New +$1.25M 0.13% 163
2021
Q2 		$1.07M Buy
26,370
+1,424
+6% +$56K 0.11% 197
2021
Q1 		$931K Buy
24,946
+3,805
+18% +$141K 0.13% 175
2020
Q4 		$774K Buy
21,141
+6,592
+45% +$229K 0.11% 194
2020
Q3 		$484K Buy
+14,549
New +$477K 0.08% 241

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 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
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
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Western Wealth Management's NTSX Position: Q1 2026 in Review

Western Wealth Management reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 6.7% in Q1 2026, selling an estimated $40.2K and leaving 10,271 shares worth $536K. The position accounts for 0.02% of the portfolio, ranked #621.

Western Wealth Management first reported a position in NTSX in Q3 2020 and has held it in 22 quarters since. The position peaked at $2.15M in Q1 2022. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Western Wealth Management held 10,271 shares of WisdomTree US Efficient Core Fund worth $536K as of Q1 2026.
  • Western Wealth Management sold 737 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $40.2K.
  • WisdomTree US Efficient Core Fund made up 0.02% of Western Wealth Management's portfolio in Q1 2026, its #621 holding.
  • Western Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q3 2020 and has held it in 22 quarters since.
  • Western Wealth Management's WisdomTree US Efficient Core Fund position peaked at $2.15M in Q1 2022.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.