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
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 $2.07B 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
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WJ Interests's NTSX Position: Q1 2026 in Review

WJ Interests increased its WisdomTree US Efficient Core Fund (NTSX) stake by 6.5% in Q1 2026, buying an estimated $1.65M and bringing the position to 494,002 shares worth $25.8M. The position accounts for 9.89% of the portfolio, ranked #4.

WJ Interests first reported a position in NTSX in Q2 2022 and has held it in 16 quarters since. The position peaked at $40M in Q3 2024. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • WJ Interests held 494,002 shares of WisdomTree US Efficient Core Fund worth $25.8M as of Q1 2026.
  • WJ Interests bought 30,197 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $1.65M.
  • WisdomTree US Efficient Core Fund made up 9.89% of WJ Interests's portfolio in Q1 2026, its #4 holding.
  • WJ Interests first reported a position in WisdomTree US Efficient Core Fund in Q2 2022 and has held it in 16 quarters since.
  • WJ Interests's WisdomTree US Efficient Core Fund position peaked at $40M in Q3 2024.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on WJ Interests's 13F filing for Q1 2026, filed 21 Apr 2026.