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 Q2	$23.5M	Sell	505,034 -684	-0.1%	-$31.7K	0.2%	100
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 $1.24B AUM 25.26% 1-Year Est. Return

WAP

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

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

PFA

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

OneDigital Investment Advisors's NTSI Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its WisdomTree International Efficient Core Fund (NTSI) stake by 0.14% in Q2 2026, selling an estimated $31.7K and leaving 505,034 shares worth $23.5M. The position accounts for 0.2% of the portfolio, ranked #100.

OneDigital Investment Advisors first reported a position in NTSI in Q3 2022 and has held it in 16 quarters since. 39 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

OneDigital Investment Advisors held 505,034 shares of WisdomTree International Efficient Core Fund worth $23.5M as of Q2 2026.
OneDigital Investment Advisors sold 684 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $31.7K.
WisdomTree International Efficient Core Fund made up 0.2% of OneDigital Investment Advisors's portfolio in Q2 2026, its #100 holding.
OneDigital Investment Advisors first reported a position in WisdomTree International Efficient Core Fund in Q3 2022 and has held it in 16 quarters since.
39 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.