LPL Financial
NTSI icon

LPL Financial’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

LPL Financial’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 		$3.74M Buy
80,359
+8,490
+12% +$394K ﹤0.01% 3071
2026
Q1 		$3.16M Sell
71,869
-49,186
-41% -$2.24M ﹤0.01% 3068
2025
Q4 		$5.34M Sell
121,055
-78,715
-39% -$3.44M ﹤0.01% 2481
2025
Q3 		$8.54M Buy
199,770
+137,385
+220% +$5.74M ﹤0.01% 2016
2025
Q2 		$2.56M Buy
62,385
+12,823
+26% +$502K ﹤0.01% 2893
2025
Q1 		$1.88M Buy
49,562
+8,642
+21% +$323K ﹤0.01% 3008
2024
Q4 		$1.44M Buy
40,920
+6,096
+18% +$224K ﹤0.01% 3180
2024
Q3 		$1.37M Sell
34,824
-47,225
-58% -$1.79M ﹤0.01% 3098
2024
Q2 		$2.99M Sell
82,049
-3,867
-5% -$141K ﹤0.01% 2263
2024
Q1 		$3.18M Buy
85,916
+8,883
+12% +$319K ﹤0.01% 2138
2023
Q4 		$2.75M Buy
77,033
+45,681
+146% +$1.5M ﹤0.01% 2136
2023
Q3 		$1M Buy
31,352
+10,831
+53% +$365K ﹤0.01% 2887
2023
Q2 		$707K Buy
20,521
+858
+4% +$29.8K ﹤0.01% 3151
2023
Q1 		$675K Buy
+19,663
New +$662K ﹤0.01% 3096

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial's NTSI Position: Q2 2026 in Review

LPL Financial increased its WisdomTree International Efficient Core Fund (NTSI) stake by 12% in Q2 2026, buying an estimated $394K and bringing the position to 80,359 shares worth $3.74M. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

LPL Financial first reported a position in NTSI in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.54M in Q3 2025. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • LPL Financial held 80,359 shares of WisdomTree International Efficient Core Fund worth $3.74M as of Q2 2026.
  • LPL Financial bought 8,490 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $394K.
  • WisdomTree International Efficient Core Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3071 holding.
  • LPL Financial first reported a position in WisdomTree International Efficient Core Fund in Q1 2023 and has held it in 14 quarters since.
  • LPL Financial's WisdomTree International Efficient Core Fund position peaked at $8.54M in Q3 2025.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.