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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
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

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
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
PFA
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return

XY Planning Network's NTSX Position: Q2 2026 in Review

XY Planning Network increased its WisdomTree US Efficient Core Fund (NTSX) stake by 3% in Q2 2026, buying an estimated $29.8K and bringing the position to 18,033 shares worth $1.06M. The position accounts for 0.13% of the portfolio, ranked #139.

XY Planning Network first reported a position in NTSX in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • XY Planning Network held 18,033 shares of WisdomTree US Efficient Core Fund worth $1.06M as of Q2 2026.
  • XY Planning Network bought 518 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $29.8K.
  • WisdomTree US Efficient Core Fund made up 0.13% of XY Planning Network's portfolio in Q2 2026, its #139 holding.
  • XY Planning Network first reported a position in WisdomTree US Efficient Core Fund in Q1 2026 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.