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 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

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

ORBA Wealth Advisors's NTSX Position: Q2 2026 in Review

ORBA Wealth Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 19% in Q2 2026, selling an estimated $193K and leaving 13,923 shares worth $822K. The position accounts for 0.7% of the portfolio, ranked #39.

ORBA Wealth Advisors first reported a position in NTSX in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.58M in Q3 2024. 112 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

ORBA Wealth Advisors held 13,923 shares of WisdomTree US Efficient Core Fund worth $822K as of Q2 2026.
ORBA Wealth Advisors sold 3,361 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $193K.
WisdomTree US Efficient Core Fund made up 0.7% of ORBA Wealth Advisors's portfolio in Q2 2026, its #39 holding.
ORBA Wealth Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's WisdomTree US Efficient Core Fund position peaked at $3.58M in Q3 2024.
112 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.