Accurate Wealth Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Accurate Wealth 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 Q2	–	Sell	-4,599	Closed	-$211K	–	598
2026 Q1	$211K	Sell	4,599 -924	-17%	-$42.1K	0.03%	507
2025 Q4	$250K	Sell	5,523 -478	-8%	-$20.9K	0.03%	445
2025 Q3	$259K	Sell	6,001 -264	-4%	-$11K	0.03%	424
2025 Q2	$257K	Sell	6,265 -1,769	-22%	-$69.3K	0.04%	382
2025 Q1	$292K	Sell	8,034 -39,145	-83%	-$1.46M	0.06%	291
2024 Q4	$1.63M	Sell	47,179 -2,342	-5%	-$86K	0.31%	79
2024 Q3	$1.87M	Buy	49,521 +18,933	+62%	+$718K	0.38%	71
2024 Q2	$1.15M	Buy	+30,588	New	+$1.12M	0.28%	86

Other funds holding NTSI

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

WAP

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

WJ Interests Sugar Land, Texas $259M AUM 19.62% 1-Year Est. Return

4PL

46 Peaks LLC Newtown, Pennsylvania $159M AUM

PFA

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Accurate Wealth Management's NTSI Position: Q2 2026 in Review

Accurate Wealth Management sold out of WisdomTree International Efficient Core Fund (NTSI) in Q2 2026, closing a stake of 4,599 shares — an estimated $211K sold.

Accurate Wealth Management first reported a position in NTSI in Q2 2024 and held it in 8 quarters. The position peaked at $1.87M in Q3 2024. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

Accurate Wealth Management reported no remaining WisdomTree International Efficient Core Fund position as of Q2 2026 after selling out during the quarter.
Accurate Wealth Management sold 4,599 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $211K.
Accurate Wealth Management first reported a position in WisdomTree International Efficient Core Fund in Q2 2024 and held it in 8 quarters.
Accurate Wealth Management's WisdomTree International Efficient Core Fund position peaked at $1.87M in Q3 2024.
40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.