Wealthcare Advisory Partners LLC NTSE WISDOMTREE TR EMERGING MARKETS

Ownership history in Wealthcare Advisory Partners LLC  ·  14 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported WISDOMTREE TR EMERGING MARKETS (NTSE) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows NTSE at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NTSE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in WISDOMTREE TR EMERGING MARKETS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NTSE was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Wealthcare Advisory Partners LLC held NTSE — position size vs. price
% of Fund (quarterly)    NTSE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 113,663 -1,035 -0.9% 0.09% $4.5M 2026-04-14 $43.46
2025 Q4 REDUCED 114,698 -3,340 -2.8% 0.09% $4.3M 2026-01-14 $39.76
2025 Q3 ADDED 118,038 +1,139 +1.0% 0.09% $4.3M 2025-11-07 $37.05
2025 Q2 ADDED 116,899 +427 +0.4% 0.09% $3.9M 2025-07-22 $32.98
2025 Q1 ADDED 116,472 +3,384 +3.0% 0.09% $3.5M 2025-04-15 $27.64
2024 Q4 ADDED 113,088 +9,601 +9.3% 0.09% $3.2M 2025-01-15 $27.46
2024 Q3 ADDED 103,487 +4,615 +4.7% 0.09% $3.3M 2024-11-04 $29.29
2024 Q2 ADDED 98,872 +3,896 +4.1% 0.09% $2.9M 2024-08-12 $28.00
2024 Q1 ADDED 94,976 +51,561 +118.8% 0.09% $2.7M 2024-04-15 $25.50
2023 Q4 ADDED 43,415 +4,394 +11.3% 0.05% $1.2M 2024-02-06 $25.91
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Wealthcare Advisory Partners LLC and NTSE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning NTSE?

Wealthcare Advisory Partners LLC reported NTSE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NTSE position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for NTSE was 0.09% in 2024 Q3.

What is the latest reported NTSE position on this page?

The most recent filing on this page is 2026 Q1, when Wealthcare Advisory Partners LLC reported 113,663 shares, equal to 0.09% of portfolio, with an estimated market value of $4.5M.

What does the chart on this NTSE ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly NTSE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthcare Advisory Partners LLC time their NTSE position?

Based on 13F filing dates vs. subsequent NTSE price moves, Wealthcare Advisory Partners LLC correctly timed 8 out of 13 reported position changes (62%). The annualised alpha on NTSE relative to SPY over the holding period was -1.6%.

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