WJ Interests
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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
Q3 		$11.4M Buy
195,199
+2,410
+1% +$143K 4.11% 12
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

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Innova Wealth Partners
Innova Wealth Partners Newtown, Pennsylvania $256M AUM 17.55% 1-Year Est. Return
Herold Advisors
Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return
ACT Advisors
ACT Advisors Asheville, North Carolina $308M AUM 16.31% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

WJ Interests's NTSX Position: Q3 2026 in Review

WJ Interests increased its WisdomTree US Efficient Core Fund (NTSX) stake by 1.3% in Q3 2026, buying an estimated $143K and bringing the position to 195,199 shares worth $11.4M. The position accounts for 4.11% of the portfolio, ranked #12.

WJ Interests first reported a position in NTSX in Q2 2022 and has held it in 18 quarters since. The position peaked at $40M in Q3 2024. 22 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

  • WJ Interests held 195,199 shares of WisdomTree US Efficient Core Fund worth $11.4M as of Q3 2026.
  • WJ Interests bought 2,410 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $143K.
  • WisdomTree US Efficient Core Fund made up 4.11% of WJ Interests's portfolio in Q3 2026, its #12 holding.
  • WJ Interests first reported a position in WisdomTree US Efficient Core Fund in Q2 2022 and has held it in 18 quarters since.
  • WJ Interests's WisdomTree US Efficient Core Fund position peaked at $40M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on WJ Interests's 13F filing for Q3 2026, filed 14 Oct 2026.