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Essential Partners’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Essential 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 		– Sell
-28
Closed -$1.23K – 2930
2026
Q1 		$1.23K Hold
28
– – ﹤0.01% 2180
2025
Q4 		$1.24K Hold
28
– – ﹤0.01% 1959
2025
Q3 		$1.2K Hold
28
– – ﹤0.01% 1964
2025
Q2 		$1.15K Buy
+28
New +$1.1K ﹤0.01% 1472

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

Essential Partners's NTSI Position: Q2 2026 in Review

Essential Partners sold out of WisdomTree International Efficient Core Fund (NTSI) in Q2 2026, closing a stake of 28 shares — an estimated $1.23K sold.

Essential Partners first reported a position in NTSI in Q2 2025 and held it in 4 quarters. The position peaked at $1.24K in Q4 2025. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • Essential Partners reported no remaining WisdomTree International Efficient Core Fund position as of Q2 2026 after selling out during the quarter.
  • Essential Partners sold 28 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $1.23K.
  • Essential Partners first reported a position in WisdomTree International Efficient Core Fund in Q2 2025 and held it in 4 quarters.
  • Essential Partners's WisdomTree International Efficient Core Fund position peaked at $1.24K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.