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 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 $2.07B AUM 19% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

WAP

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PFA

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

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $137M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ORBA Wealth Advisors's NTSX Position: Q1 2026 in Review

ORBA Wealth Advisors reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 16% in Q1 2026, selling an estimated $179K and leaving 17,284 shares worth $901K. The position accounts for 1.08% of the portfolio, ranked #30.

ORBA Wealth Advisors first reported a position in NTSX in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.58M in Q3 2024. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

ORBA Wealth Advisors held 17,284 shares of WisdomTree US Efficient Core Fund worth $901K as of Q1 2026.
ORBA Wealth Advisors sold 3,284 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $179K.
WisdomTree US Efficient Core Fund made up 1.08% of ORBA Wealth Advisors's portfolio in Q1 2026, its #30 holding.
ORBA Wealth Advisors first reported a position in WisdomTree US Efficient Core Fund in Q4 2023 and has held it in 10 quarters since.
ORBA Wealth Advisors's WisdomTree US Efficient Core Fund position peaked at $3.58M in Q3 2024.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on ORBA Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.