Carson Wealth (CWM LLC)’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Carson Wealth (CWM LLC)’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	$39.9M	Buy	906,989 +16,602	+2%	+$757K	0.1%	183
2025 Q4	$39.3M	Buy	890,387 +16,403	+2%	+$718K	0.11%	173
2025 Q3	$37.4M	Buy	873,984 +97,439	+13%	+$4.07M	0.11%	158
2025 Q2	$31.8M	Buy	776,545 +37,458	+5%	+$1.47M	0.11%	162
2025 Q1	$28.1M	Buy	739,087 +18,073	+3%	+$675K	0.11%	172
2024 Q4	$25.3M	Buy	721,014 +41,691	+6%	+$1.53M	0.11%	171
2024 Q3	$26.7M	Buy	679,323 +79,986	+13%	+$3.03M	0.11%	165
2024 Q2	$21.8M	Buy	599,337 +26,769	+5%	+$979K	0.1%	188
2024 Q1	$21.2M	Buy	572,568 +42,644	+8%	+$1.53M	0.1%	190
2023 Q4	$18.9M	Buy	529,924 +122,005	+30%	+$4.01M	0.1%	192
2023 Q3	$13M	Buy	407,919 +85,384	+26%	+$2.88M	0.08%	203
2023 Q2	$11.1M	Buy	322,535 +44,461	+16%	+$1.55M	0.07%	220
2023 Q1	$9.55M	Buy	278,074 +21,247	+8%	+$715K	0.06%	225
2022 Q4	$8.15M	Buy	+256,827	New	+$7.76M	0.06%	226

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NTSI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WisdomTree International Efficient Core Fund (NTSI) stake by 1.9% in Q1 2026, buying an estimated $757K and bringing the position to 906,989 shares worth $39.9M. The position accounts for 0.1% of the portfolio, ranked #183.

Carson Wealth (CWM LLC) first reported a position in NTSI in Q4 2022 and has held it in 14 quarters since. 39 funds tracked by Wall St. Rank hold NTSI as of Q1 2026.

Carson Wealth (CWM LLC) held 906,989 shares of WisdomTree International Efficient Core Fund worth $39.9M as of Q1 2026.
Carson Wealth (CWM LLC) bought 16,602 WisdomTree International Efficient Core Fund shares in Q1 2026, an estimated $757K.
WisdomTree International Efficient Core Fund made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #183 holding.
Carson Wealth (CWM LLC) first reported a position in WisdomTree International Efficient Core Fund in Q4 2022 and has held it in 14 quarters since.
39 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.