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

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

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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.

112 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.
112 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.