Ownership history in Wealthcare Advisory Partners LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Wealthcare Advisory Partners LLC reported a position in WISDOMTREE U.S. EFFICIENT CORE FUND (NTSX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Wealthcare Advisory Partners LLC underperformed the S&P 500 by β2.4% annually on this NTSX position. Timing score: 64% (7/11 decisions correct). Average cost basis: $38.51. Maximum drawdown during holding period: β5.3%.
β οΈ Trailed SPY by 2.4% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $33.89 (2023 Q1) Β· Worst: $53.76 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size