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

Avion Wealth’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 		$393K Hold
8,437
– – 0.07% 65
2026
Q1 		$371K Hold
8,437
– – 0.08% 62
2025
Q4 		$371K Hold
8,437
– – 0.08% 67
2025
Q3 		$360K Hold
8,437
– – 0.08% 64
2025
Q2 		$345K Hold
8,437
– – 0.08% 65
2025
Q1 		$296K Hold
8,437
– – 0.08% 66
2024
Q4 		$296K Hold
8,437
– – 0.08% 66
2024
Q3 		$331K Hold
8,437
– – 0.09% 60
2024
Q2 		$307K Hold
8,437
– – 0.08% 59
2024
Q1 		$313K Hold
8,437
– – 0.08% 57
2023
Q4 		$301K Hold
8,437
– – 0.08% 60
2023
Q3 		$269K Hold
8,437
– – 0.08% 59
2023
Q2 		$290K Hold
8,437
– – 0.08% 59
2023
Q1 		$267K Hold
8,437
– – 0.07% 57
2022
Q4 		$229K Hold
8,437
– – 0.07% 59
2022
Q3 		$229K Buy
+8,437
New +$261K 0.07% 59

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
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

Avion Wealth's NTSI Position: Q2 2026 in Review

Avion Wealth held its WisdomTree International Efficient Core Fund (NTSI) position steady in Q2 2026 at 8,437 shares worth $393K. The position accounts for 0.07% of the portfolio, ranked #65.

Avion Wealth first reported a position in NTSI in Q3 2022 and has held it in 16 quarters since. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • Avion Wealth held 8,437 shares of WisdomTree International Efficient Core Fund worth $393K as of Q2 2026.
  • Avion Wealth left its WisdomTree International Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree International Efficient Core Fund made up 0.07% of Avion Wealth's portfolio in Q2 2026, its #65 holding.
  • Avion Wealth first reported a position in WisdomTree International Efficient Core Fund in Q3 2022 and has held it in 16 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.