XY Planning Network
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XY Planning Network’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

XY Planning Network’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 		– Sell
-18,033
Closed -$1.06M – 392
2026
Q2 		$1.06M Buy
18,033
+518
+3% +$29.8K 0.13% 139
2026
Q1 		$917K Buy
+17,515
New +$955K 0.15% 133

Other funds holding NTSX

Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Rational Advisors
Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
46 Peaks LLC
46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
Regions Financial Corp
Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

XY Planning Network's NTSX Position: Q3 2026 in Review

XY Planning Network sold out of WisdomTree US Efficient Core Fund (NTSX) in Q3 2026, closing a stake of 18,033 shares — an estimated $1.06M sold.

XY Planning Network first reported a position in NTSX in Q1 2026 and held it in 2 quarters. The position peaked at $1.06M in Q2 2026. 60 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

  • XY Planning Network reported no remaining WisdomTree US Efficient Core Fund position as of Q3 2026 after selling out during the quarter.
  • XY Planning Network sold 18,033 WisdomTree US Efficient Core Fund shares in Q3 2026, an estimated $1.06M.
  • XY Planning Network first reported a position in WisdomTree US Efficient Core Fund in Q1 2026 and held it in 2 quarters.
  • XY Planning Network's WisdomTree US Efficient Core Fund position peaked at $1.06M in Q2 2026.
  • 60 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.