Fermata Advisors’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Fermata Advisors’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	$2.41M	Sell	51,793 -1,443	-3%	-$66.9K	0.49%	58
2026 Q1	$2.34M	Sell	53,236 -1,827	-3%	-$83.3K	0.53%	59
2025 Q4	$2.43M	Buy	55,063 +5,352	+11%	+$234K	0.58%	48
2025 Q3	$2.13M	Buy	49,711 +4,030	+9%	+$168K	0.54%	56
2025 Q2	$1.87M	Buy	45,681 +9,571	+27%	+$375K	0.5%	62
2025 Q1	$1.37M	Buy	36,110 +740	+2%	+$27.6K	0.25%	88
2024 Q4	$1.24M	Sell	35,370 -1,797	-5%	-$66K	0.23%	83
2024 Q3	$1.46M	Buy	37,167 +2,303	+7%	+$87.3K	0.3%	61
2024 Q2	$1.27M	Buy	34,864 +327	+0.9%	+$12K	0.29%	62
2024 Q1	$1.28M	Buy	34,537 +880	+3%	+$31.6K	0.29%	65
2023 Q4	$1.2M	Buy	33,657 +1,543	+5%	+$50.7K	0.29%	69
2023 Q3	$1.03M	Buy	32,114 +1,865	+6%	+$62.9K	0.29%	72
2023 Q2	$1.04M	Buy	30,249 +17,493	+137%	+$608K	0.94%	32
2023 Q1	$438K	Sell	12,756 -25,011	-66%	-$842K	0.26%	63
2022 Q4	$1.2M	Sell	37,767 -9,098	-19%	-$275K	0.36%	67
2022 Q3	$1.27M	Sell	46,865 -13,342	-22%	-$413K	0.41%	63
2022 Q2	$1.86M	Buy	60,207 +1,261	+2%	+$42.5K	0.65%	46
2022 Q1	$2.17M	Sell	58,946 -430	-0.7%	-$16.4K	0.81%	35
2021 Q4	$2.4M	Buy	59,376 +47,224	+389%	+$1.9M	0.88%	34
2021 Q3	$481K	Buy	+12,152	New	+$497K	0.21%	86

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fermata Advisors's NTSI Position: Q2 2026 in Review

Fermata Advisors reduced its WisdomTree International Efficient Core Fund (NTSI) stake by 2.7% in Q2 2026, selling an estimated $66.9K and leaving 51,793 shares worth $2.41M. The position accounts for 0.49% of the portfolio, ranked #58.

Fermata Advisors first reported a position in NTSI in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.43M in Q4 2025. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

Fermata Advisors held 51,793 shares of WisdomTree International Efficient Core Fund worth $2.41M as of Q2 2026.
Fermata Advisors sold 1,443 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $66.9K.
WisdomTree International Efficient Core Fund made up 0.49% of Fermata Advisors's portfolio in Q2 2026, its #58 holding.
Fermata Advisors first reported a position in WisdomTree International Efficient Core Fund in Q3 2021 and has held it in 20 quarters since.
Fermata Advisors's WisdomTree International Efficient Core Fund position peaked at $2.43M in Q4 2025.
40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.