Corient Private Wealth’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Corient Private Wealth’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	$821K	Hold	13,900	–	–	﹤0.01%	1921
2026 Q1	$725K	Hold	13,900	–	–	﹤0.01%	1825
2025 Q4	$762K	Buy	13,900 +700	+5%	+$38.3K	﹤0.01%	1646
2025 Q3	$712K	Hold	13,200	–	–	﹤0.01%	1600
2025 Q2	$661K	Hold	13,200	–	–	﹤0.01%	1558
2025 Q1	$598K	Hold	13,200	–	–	﹤0.01%	1514
2024 Q4	$616K	Buy	13,200 +8,200	+164%	+$389K	﹤0.01%	1509
2024 Q3	$235K	Buy	+5,000	New	+$226K	﹤0.01%	2142

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PFA

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

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Corient Private Wealth's NTSX Position: Q2 2026 in Review

Corient Private Wealth held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q2 2026 at 13,900 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

Corient Private Wealth first reported a position in NTSX in Q3 2024 and has held it in 8 quarters since. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

Corient Private Wealth held 13,900 shares of WisdomTree US Efficient Core Fund worth $821K as of Q2 2026.
Corient Private Wealth left its WisdomTree US Efficient Core Fund share count unchanged in Q2 2026.
WisdomTree US Efficient Core Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1921 holding.
Corient Private Wealth first reported a position in WisdomTree US Efficient Core Fund in Q3 2024 and has held it in 8 quarters since.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.