HHGA
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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
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

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Halbert Hargrove Global Advisors's NTSI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its WisdomTree International Efficient Core Fund (NTSI) stake by 0.43% in Q2 2026, buying an estimated $619K and bringing the position to 3,134,042 shares worth $146M. The position accounts for 6.32% of the portfolio, ranked #7.

Halbert Hargrove Global Advisors first reported a position in NTSI in Q4 2021 and has held it in 19 quarters since. 10 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3,134,042 shares of WisdomTree International Efficient Core Fund worth $146M as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 13,349 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $619K.
  • WisdomTree International Efficient Core Fund made up 6.32% of Halbert Hargrove Global Advisors's portfolio in Q2 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 19 quarters since.
  • 10 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.