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

Barnes Wealth Management Group’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 		– Sell
-5,160
Closed -$227K – 191
2025
Q4 		$227K Buy
5,160
+11
+0.2% +$481 0.12% 162
2025
Q3 		$220K Buy
5,149
+3
+0.1% +$125 0.12% 167
2025
Q2 		$211K Buy
+5,146
New +$202K 0.12% 154

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 $1B AUM 22.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Barnes Wealth Management Group's NTSI Position: Q1 2026 in Review

Barnes Wealth Management Group sold out of WisdomTree International Efficient Core Fund (NTSI) in Q1 2026, closing a stake of 5,160 shares — an estimated $227K sold.

Barnes Wealth Management Group first reported a position in NTSI in Q2 2025 and held it in 3 quarters. The position peaked at $227K in Q4 2025. 39 funds tracked by Wall St. Rank hold NTSI as of Q1 2026.

  • Barnes Wealth Management Group reported no remaining WisdomTree International Efficient Core Fund position as of Q1 2026 after selling out during the quarter.
  • Barnes Wealth Management Group sold 5,160 WisdomTree International Efficient Core Fund shares in Q1 2026, an estimated $227K.
  • Barnes Wealth Management Group first reported a position in WisdomTree International Efficient Core Fund in Q2 2025 and held it in 3 quarters.
  • Barnes Wealth Management Group's WisdomTree International Efficient Core Fund position peaked at $227K in Q4 2025.
  • 39 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q1 2026.

Based on Barnes Wealth Management Group's 13F filing for Q1 2026, filed 18 May 2026.