Oregon Pacific Wealth Management’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Oregon Pacific Wealth Management’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	–	Sell	-15,034	Closed	-$824K	–	123
2025 Q4	$824K	Sell	15,034 -905	-6%	-$49.5K	0.85%	23
2025 Q3	$859K	Sell	15,939 -800	-5%	-$41.4K	0.74%	31
2025 Q2	$838K	Sell	16,739 -344	-2%	-$15.9K	0.79%	31
2025 Q1	$774K	Buy	17,083 +672	+4%	+$31.7K	0.77%	35
2024 Q4	$766K	Buy	+16,411	New	+$779K	0.75%	37

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

Oregon Pacific Wealth Management's NTSX Position: Q1 2026 in Review

Oregon Pacific Wealth Management sold out of WisdomTree US Efficient Core Fund (NTSX) in Q1 2026, closing a stake of 15,034 shares — an estimated $824K sold.

Oregon Pacific Wealth Management first reported a position in NTSX in Q4 2024 and held it in 5 quarters. The position peaked at $859K in Q3 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

Oregon Pacific Wealth Management reported no remaining WisdomTree US Efficient Core Fund position as of Q1 2026 after selling out during the quarter.
Oregon Pacific Wealth Management sold 15,034 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $824K.
Oregon Pacific Wealth Management first reported a position in WisdomTree US Efficient Core Fund in Q4 2024 and held it in 5 quarters.
Oregon Pacific Wealth Management's WisdomTree US Efficient Core Fund position peaked at $859K in Q3 2025.
105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.