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Integrated Wealth Concepts’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Integrated Wealth Concepts’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 		$99.9K Buy
+2,143
New +$99.4K ﹤0.01% 2818

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

Integrated Wealth Concepts's NTSI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree International Efficient Core Fund (NTSI) in Q2 2026: 2,143 shares worth $99.9K. The stake represents ﹤0.01% of the portfolio and ranks #2818 among its holdings.

40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • Integrated Wealth Concepts held 2,143 shares of WisdomTree International Efficient Core Fund worth $99.9K as of Q2 2026.
  • WisdomTree International Efficient Core Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • WisdomTree International Efficient Core Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2818 holding.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.