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Alvarez & Marsal Private Wealth Partners’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$241K Buy
+5,163
New +$239K 0.03% 91

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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
WI
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's NTSI Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners opened a new position in WisdomTree International Efficient Core Fund (NTSI) in Q2 2026: 5,163 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #91 among its holdings.

40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 5,163 shares of WisdomTree International Efficient Core Fund worth $241K as of Q2 2026.
  • WisdomTree International Efficient Core Fund was a new Alvarez & Marsal Private Wealth Partners position in Q2 2026.
  • WisdomTree International Efficient Core Fund made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.