Cardiff Park Advisors’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Cardiff Park Advisors’s Portfolio NTSI Stock Details NTSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$126K	Hold	2,860	–	–	0.01%	306
2025 Q4	$126K	Hold	2,860	–	–	0.01%	292
2025 Q3	$122K	Hold	2,860	–	–	0.01%	310
2025 Q2	$117K	Hold	2,860	–	–	0.01%	284
2025 Q1	$109K	Hold	2,860	–	–	0.01%	284
2024 Q4	$100K	Hold	2,860	–	–	0.01%	281
2024 Q3	$112K	Hold	2,860	–	–	0.01%	274
2024 Q2	$104K	Buy	2,860 +35	+1%	+$1.28K	0.01%	268
2024 Q1	$105K	Buy	2,825 +58	+2%	+$2.08K	0.01%	287
2023 Q4	$98.8K	Buy	+2,767	New	+$90.9K	0.01%	264

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SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $137M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return