OIA
NTSI icon

OneDigital Investment Advisors’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

OneDigital Investment 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 		$22.3M Buy
505,718
+19,285
+4% +$880K 0.22% 89
2025
Q4 		$21.4M Buy
486,433
+4,094
+0.8% +$179K 0.21% 96
2025
Q3 		$20.6M Sell
482,339
-41,552
-8% -$1.73M 0.21% 100
2025
Q2 		$21.5M Sell
523,891
-741
-0.1% -$29K 0.24% 87
2025
Q1 		$19.9M Buy
524,632
+29,680
+6% +$1.11M 0.24% 85
2024
Q4 		$17.4M Buy
494,952
+19,785
+4% +$727K 0.2% 94
2024
Q3 		$18.6M Buy
475,167
+18,371
+4% +$696K 0.21% 91
2024
Q2 		$16.6M Buy
456,796
+10,846
+2% +$397K 0.21% 93
2024
Q1 		$16.5M Buy
445,950
+3,884
+0.9% +$139K 0.26% 82
2023
Q4 		$15.8M Buy
442,066
+47,582
+12% +$1.56M 0.28% 81
2023
Q3 		$12.6M Buy
394,484
+34,869
+10% +$1.18M 0.27% 83
2023
Q2 		$12.4M Buy
359,615
+8,686
+2% +$302K 0.27% 77
2023
Q1 		$12M Sell
350,929
-38,558
-10% -$1.3M 0.28% 72
2022
Q4 		$12.4M Buy
389,487
+302,574
+348% +$9.15M 0.36% 63
2022
Q3 		$2.36M Buy
+86,913
New +$2.69M 0.09% 167

Other funds holding NTSI

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's NTSI Position: Q1 2026 in Review

OneDigital Investment Advisors increased its WisdomTree International Efficient Core Fund (NTSI) stake by 4% in Q1 2026, buying an estimated $880K and bringing the position to 505,718 shares worth $22.3M. The position accounts for 0.22% of the portfolio, ranked #89.

OneDigital Investment Advisors first reported a position in NTSI in Q3 2022 and has held it in 15 quarters since. 39 funds tracked by Wall St. Rank hold NTSI as of Q1 2026.

  • OneDigital Investment Advisors held 505,718 shares of WisdomTree International Efficient Core Fund worth $22.3M as of Q1 2026.
  • OneDigital Investment Advisors bought 19,285 WisdomTree International Efficient Core Fund shares in Q1 2026, an estimated $880K.
  • WisdomTree International Efficient Core Fund made up 0.22% of OneDigital Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • OneDigital Investment Advisors first reported a position in WisdomTree International Efficient Core Fund in Q3 2022 and has held it in 15 quarters since.
  • 39 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.