EF
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Empirical Finance’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Empirical Finance’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
2024
Q4 		– Sell
-6,271
Closed -$246K – 513
2024
Q3 		$246K Hold
6,271
– – 0.01% 493
2024
Q2 		$228K Hold
6,271
– – 0.01% 493
2024
Q1 		$232K Hold
6,271
– – 0.01% 505
2023
Q4 		$224K Hold
6,271
– – 0.02% 503
2023
Q3 		$200K Hold
6,271
– – 0.01% 507
2023
Q2 		$216K Hold
6,271
– – 0.02% 500
2023
Q1 		$215K Sell
6,271
-3,078
-33% -$104K 0.02% 486
2022
Q4 		$297K Buy
+9,349
New +$283K 0.03% 447

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
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Empirical Finance's NTSI Position: Q4 2024 in Review

Empirical Finance sold out of WisdomTree International Efficient Core Fund (NTSI) in Q4 2024, closing a stake of 6,271 shares — an estimated $246K sold.

Empirical Finance first reported a position in NTSI in Q4 2022 and held it in 8 quarters. The position peaked at $297K in Q4 2022. 28 funds tracked by Wall St. Rank hold NTSI as of Q4 2024.

  • Empirical Finance reported no remaining WisdomTree International Efficient Core Fund position as of Q4 2024 after selling out during the quarter.
  • Empirical Finance sold 6,271 WisdomTree International Efficient Core Fund shares in Q4 2024, an estimated $246K.
  • Empirical Finance first reported a position in WisdomTree International Efficient Core Fund in Q4 2022 and held it in 8 quarters.
  • Empirical Finance's WisdomTree International Efficient Core Fund position peaked at $297K in Q4 2022.
  • 28 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q4 2024.

Based on Empirical Finance's 13F filing for Q4 2024, filed 28 Jan 2025.