Kestra Advisory Services’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Kestra Advisory Services’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	$1.2M	Sell	25,709 -639	-2%	-$29.6K	﹤0.01%	1699
2026 Q1	$1.16M	Buy	26,348 +487	+2%	+$22.2K	﹤0.01%	1630
2025 Q4	$1.14M	Buy	25,861 +249	+1%	+$10.9K	﹤0.01%	1568
2025 Q3	$1.09M	Buy	25,612 +7	+0%	+$292	0.01%	1523
2025 Q2	$1.05M	Buy	25,605 +1,636	+7%	+$64.1K	0.01%	1445
2025 Q1	$910K	Buy	23,969 +9,150	+62%	+$342K	﹤0.01%	1442
2024 Q4	$521K	Buy	+14,819	New	+$544K	﹤0.01%	1853

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

Kestra Advisory Services's NTSI Position: Q2 2026 in Review

Kestra Advisory Services reduced its WisdomTree International Efficient Core Fund (NTSI) stake by 2.4% in Q2 2026, selling an estimated $29.6K and leaving 25,709 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Kestra Advisory Services first reported a position in NTSI in Q4 2024 and has held it in 7 quarters since. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

Kestra Advisory Services held 25,709 shares of WisdomTree International Efficient Core Fund worth $1.2M as of Q2 2026.
Kestra Advisory Services sold 639 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $29.6K.
WisdomTree International Efficient Core Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1699 holding.
Kestra Advisory Services first reported a position in WisdomTree International Efficient Core Fund in Q4 2024 and has held it in 7 quarters since.
40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.