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 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

Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $137M AUM

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return