Leading Edge Financial Planning’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Leading Edge Financial Planning’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	$1.27M	Buy	27,194 +2,896	+12%	+$134K	0.23%	28
2026 Q1	$1.07M	Buy	24,298 +1,047	+5%	+$47.8K	0.23%	28
2025 Q4	$1.03M	Buy	23,251 +455	+2%	+$19.9K	0.23%	27
2025 Q3	$975K	Sell	22,796 -1,584	-6%	-$66.1K	0.24%	28
2025 Q2	$997K	Buy	24,380 +1,188	+5%	+$46.5K	0.28%	27
2025 Q1	$882K	Buy	23,192 +327	+1%	+$12.2K	0.28%	25
2024 Q4	$808K	Buy	22,865 +398	+2%	+$14.6K	0.26%	28
2024 Q3	$881K	Sell	22,467 -827	-4%	-$31.4K	0.3%	27
2024 Q2	$848K	Sell	23,294 -1,016	-4%	-$37.2K	0.34%	26
2024 Q1	$901K	Buy	24,310 +15,679	+182%	+$563K	0.4%	25
2023 Q4	$308K	Buy	+8,631	New	+$284K	0.16%	43

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

Leading Edge Financial Planning's NTSI Position: Q2 2026 in Review

Leading Edge Financial Planning increased its WisdomTree International Efficient Core Fund (NTSI) stake by 12% in Q2 2026, buying an estimated $134K and bringing the position to 27,194 shares worth $1.27M. The position accounts for 0.23% of the portfolio, ranked #28.

Leading Edge Financial Planning first reported a position in NTSI in Q4 2023 and has held it in 11 quarters since. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

Leading Edge Financial Planning held 27,194 shares of WisdomTree International Efficient Core Fund worth $1.27M as of Q2 2026.
Leading Edge Financial Planning bought 2,896 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $134K.
WisdomTree International Efficient Core Fund made up 0.23% of Leading Edge Financial Planning's portfolio in Q2 2026, its #28 holding.
Leading Edge Financial Planning first reported a position in WisdomTree International Efficient Core Fund in Q4 2023 and has held it in 11 quarters since.
40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.