WI
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WJ Interests’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

WJ Interests’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 		$11.4M Sell
192,789
-301,213
-61% -$17.3M 4.39% 11
2026
Q1 		$25.8M Buy
494,002
+30,197
+7% +$1.65M 9.89% 4
2025
Q4 		$25.4M Sell
463,805
-33,228
-7% -$1.82M 10.94% 4
2025
Q3 		$26.8M Sell
497,033
-90,171
-15% -$4.67M 10.82% 4
2025
Q2 		$29.4M Sell
587,204
-16,722
-3% -$773K 12.57% 4
2025
Q1 		$27.4M Sell
603,926
-219,901
-27% -$10.4M 12.73% 4
2024
Q4 		$38.5M Sell
823,827
-28,034
-3% -$1.33M 18.56% 1
2024
Q3 		$40M Sell
851,861
-47,604
-5% -$2.15M 17.65% 1
2024
Q2 		$39.5M Buy
899,465
+25,687
+3% +$1.09M 19.67% 1
2024
Q1 		$36.9M Buy
873,778
+23,287
+3% +$950K 19.47% 1
2023
Q4 		$33.4M Buy
850,491
+1,924
+0.2% +$70.2K 21.08% 1
2023
Q3 		$29.7M Buy
848,567
+1,164
+0.1% +$42.8K 20.64% 1
2023
Q2 		$32.2M Sell
847,403
-37,960
-4% -$1.35M 21.21% 1
2023
Q1 		$31M Buy
885,363
+216,947
+32% +$7.38M 21.47% 1
2022
Q4 		$21.7M Buy
668,416
+23,710
+4% +$775K 18% 2
2022
Q3 		$19.7M Buy
644,706
+243,121
+61% +$8.46M 17.58% 2
2022
Q2 		$13.4M Buy
+401,585
New +$14.5M 10.33% 3

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

WJ Interests's NTSX Position: Q2 2026 in Review

WJ Interests reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 61% in Q2 2026, selling an estimated $17.3M and leaving 192,789 shares worth $11.4M. The position accounts for 4.39% of the portfolio, ranked #11.

WJ Interests first reported a position in NTSX in Q2 2022 and has held it in 17 quarters since. The position peaked at $40M in Q3 2024. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • WJ Interests held 192,789 shares of WisdomTree US Efficient Core Fund worth $11.4M as of Q2 2026.
  • WJ Interests sold 301,213 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $17.3M.
  • WisdomTree US Efficient Core Fund made up 4.39% of WJ Interests's portfolio in Q2 2026, its #11 holding.
  • WJ Interests first reported a position in WisdomTree US Efficient Core Fund in Q2 2022 and has held it in 17 quarters since.
  • WJ Interests's WisdomTree US Efficient Core Fund position peaked at $40M in Q3 2024.
  • 112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on WJ Interests's 13F filing for Q2 2026, filed 30 Jul 2026.