ORBA Wealth Advisors’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

ORBA Wealth Advisors’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 Q3	$814K	Hold	13,923	–	–	0.69%	40
2026 Q2	$822K	Sell	13,923 -3,361	-19%	-$193K	0.7%	39
2026 Q1	$901K	Sell	17,284 -3,284	-16%	-$179K	1.08%	30
2025 Q4	$1.13M	Sell	20,568 -2,759	-12%	-$151K	0.98%	30
2025 Q3	$1.26M	Sell	23,327 -10,445	-31%	-$541K	1.04%	29
2025 Q2	$1.69M	Sell	33,772 -39,281	-54%	-$1.82M	1.54%	23
2025 Q1	$3.31M	Sell	73,053 -313	-0.4%	-$14.8K	1.67%	22
2024 Q4	$3.43M	Sell	73,366 -2,781	-4%	-$132K	1.79%	22
2024 Q3	$3.58M	Sell	76,147 -48	-0.1%	-$2.17K	1.81%	18
2024 Q2	$3.35M	Sell	76,195 -3,472	-4%	-$147K	1.73%	21
2024 Q1	$3.36M	Sell	79,667 -5,009	-6%	-$204K	1.86%	19
2023 Q4	$3.33M	Buy	+84,676	New	+$3.09M	1.99%	18

Other funds holding NTSX

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Rational Advisors Huntington, New York $1.08B AUM 5.43% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

ORBA Wealth Advisors's NTSX Position: Q3 2026 in Review

ORBA Wealth Advisors held its WisdomTree US Efficient Core Fund (NTSX) position steady in Q3 2026 at 13,923 shares worth $814K. The position accounts for 0.69% of the portfolio, ranked #40.

ORBA Wealth Advisors first reported a position in NTSX in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.58M in Q3 2024. 84 funds tracked by Wall St. Rank hold NTSX as of Q3 2026.

ORBA Wealth Advisors held 13,923 shares of WisdomTree US Efficient Core Fund worth $814K as of Q3 2026.
ORBA Wealth Advisors left its WisdomTree US Efficient Core Fund share count unchanged in Q3 2026.
WisdomTree US Efficient Core Fund made up 0.69% of ORBA Wealth Advisors's portfolio in Q3 2026, its #40 holding.
ORBA Wealth Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 12 quarters since.
ORBA Wealth Advisors's WisdomTree US Efficient Core Fund position peaked at $3.58M in Q3 2024.
84 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.