Halbert Hargrove Global Advisors
NTSI icon

Halbert Hargrove Global Advisors’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Halbert Hargrove Global 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
Q3 		$144M Sell
3,126,240
-7,802
-0.2% -$370K 6.27% 7
2026
Q2 		$146M Buy
3,134,042
+13,349
+0.4% +$619K 6.32% 7
2026
Q1 		$137M Buy
3,120,693
+1,002
+0% +$45.7K 6.63% 7
2025
Q4 		$138M Sell
3,119,691
-3,440
-0.1% -$150K 6.53% 7
2025
Q3 		$134M Sell
3,123,131
-24,068
-0.8% -$1M 6.48% 7
2025
Q2 		$129M Buy
3,147,199
+6,034
+0.2% +$236K 6.73% 7
2025
Q1 		$119M Buy
3,141,165
+15,370
+0.5% +$574K 6.74% 7
2024
Q4 		$110M Buy
3,125,795
+93,712
+3% +$3.44M 6.1% 7
2024
Q3 		$119M Buy
3,032,083
+39,621
+1% +$1.5M 6.52% 7
2024
Q2 		$109M Buy
2,992,462
+44,470
+2% +$1.63M 6.32% 8
2024
Q1 		$109M Buy
2,947,992
+42,640
+1% +$1.53M 7.15% 7
2023
Q4 		$104M Buy
2,905,352
+107,662
+4% +$3.54M 7.13% 7
2023
Q3 		$89.4M Buy
2,797,690
+198,302
+8% +$6.69M 6.66% 7
2023
Q2 		$89.5M Buy
2,599,388
+44,737
+2% +$1.55M 6.53% 7
2023
Q1 		$87.7M Buy
2,554,651
+40,569
+2% +$1.37M 5.94% 8
2022
Q4 		$79.8M Buy
2,514,082
+968,689
+63% +$29.3M 5.7% 8
2022
Q3 		$42M Buy
1,545,393
+96,673
+7% +$2.99M 3.24% 11
2022
Q2 		$44.8M Sell
1,448,720
-17,558
-1% -$591K 3.32% 11
2022
Q1 		$54M Sell
1,466,278
-125,643
-8% -$4.78M 3.56% 10
2021
Q4 		$64.3M Buy
+1,591,921
New +$64M 4.09% 10

Other funds holding NTSI

SYM Financial Corp
SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
WJ Interests
WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Fermata Advisors
Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return
Leading Edge Financial Planning
Leading Edge Financial Planning Knoxville, Tennessee $483M AUM 11.03% 1-Year Est. Return
WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Halbert Hargrove Global Advisors's NTSI Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its WisdomTree International Efficient Core Fund (NTSI) stake by 0.25% in Q3 2026, selling an estimated $370K and leaving 3,126,240 shares worth $144M. The position accounts for 6.27% of the portfolio, ranked #7.

Halbert Hargrove Global Advisors first reported a position in NTSI in Q4 2021 and has held it in 20 quarters since. The position peaked at $146M in Q2 2026. 12 funds tracked by Wall St. Rank hold NTSI as of Q3 2026.

  • Halbert Hargrove Global Advisors held 3,126,240 shares of WisdomTree International Efficient Core Fund worth $144M as of Q3 2026.
  • Halbert Hargrove Global Advisors sold 7,802 WisdomTree International Efficient Core Fund shares in Q3 2026, an estimated $370K.
  • WisdomTree International Efficient Core Fund made up 6.27% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #7 holding.
  • Halbert Hargrove Global Advisors first reported a position in WisdomTree International Efficient Core Fund in Q4 2021 and has held it in 20 quarters since.
  • Halbert Hargrove Global Advisors's WisdomTree International Efficient Core Fund position peaked at $146M in Q2 2026.
  • 12 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.