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

Kestra Private Wealth 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
2025
Q2 		– Sell
-5,707
Closed -$217K – 1655
2025
Q1 		$217K Sell
5,707
-805
-12% -$30.1K ﹤0.01% 1355
2024
Q4 		$229K Buy
6,512
+450
+7% +$16.5K ﹤0.01% 1258
2024
Q3 		$238K Buy
+6,062
New +$230K ﹤0.01% 1192

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
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $259M AUM 19.62% 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
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kestra Private Wealth Services's NTSI Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of WisdomTree International Efficient Core Fund (NTSI) in Q2 2025, closing a stake of 5,707 shares — an estimated $217K sold.

Kestra Private Wealth Services first reported a position in NTSI in Q3 2024 and held it in 3 quarters. The position peaked at $238K in Q3 2024. 27 funds tracked by Wall St. Rank hold NTSI as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining WisdomTree International Efficient Core Fund position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 5,707 WisdomTree International Efficient Core Fund shares in Q2 2025, an estimated $217K.
  • Kestra Private Wealth Services first reported a position in WisdomTree International Efficient Core Fund in Q3 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's WisdomTree International Efficient Core Fund position peaked at $238K in Q3 2024.
  • 27 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.