O'Shaughnessy Asset Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

O'Shaughnessy Asset Management’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 Q1	$13.9K	Hold	316	–	–	﹤0.01%	2383
2025 Q4	$13.9K	Hold	316	–	–	﹤0.01%	2377
2025 Q3	$13.5K	Hold	316	–	–	﹤0.01%	2327
2025 Q2	$13K	Buy	+316	New	+$12.4K	﹤0.01%	2167

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SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

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

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

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

46 Peaks LLC Newtown, Pennsylvania $137M AUM

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return