Worth Asset Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Worth Asset 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 Q2	$214K	Buy	+3,623	New	+$208K	0.07%	194

Other funds holding NTSX

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

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Worth Asset Management's NTSX Position: Q2 2026 in Review

Worth Asset Management opened a new position in WisdomTree US Efficient Core Fund (NTSX) in Q2 2026: 3,623 shares worth $214K. The stake represents 0.07% of the portfolio and ranks #194 among its holdings.

18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Worth Asset Management held 3,623 shares of WisdomTree US Efficient Core Fund worth $214K as of Q2 2026.
WisdomTree US Efficient Core Fund was a new Worth Asset Management position in Q2 2026.
WisdomTree US Efficient Core Fund made up 0.07% of Worth Asset Management's portfolio in Q2 2026, its #194 holding.
18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.