Morton Capital Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

Morton Capital Management’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	-13,517	Closed	-$513K	–	127
2025 Q1	$513K	Sell	13,517 -101	-0.7%	-$3.77K	0.1%	66
2024 Q4	$478K	Sell	13,618 -3,198	-19%	-$117K	0.09%	70
2024 Q3	$660K	Buy	+16,816	New	+$637K	0.13%	54

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 $1B AUM 22.21% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morton Capital Management's NTSI Position: Q2 2025 in Review

Morton Capital Management sold out of WisdomTree International Efficient Core Fund (NTSI) in Q2 2025, closing a stake of 13,517 shares — an estimated $513K sold.

Morton Capital Management first reported a position in NTSI in Q3 2024 and held it in 3 quarters. The position peaked at $660K in Q3 2024. 27 funds tracked by Wall St. Rank hold NTSI as of Q2 2025.

Morton Capital Management reported no remaining WisdomTree International Efficient Core Fund position as of Q2 2025 after selling out during the quarter.
Morton Capital Management sold 13,517 WisdomTree International Efficient Core Fund shares in Q2 2025, an estimated $513K.
Morton Capital Management first reported a position in WisdomTree International Efficient Core Fund in Q3 2024 and held it in 3 quarters.
Morton Capital Management's WisdomTree International Efficient Core Fund position peaked at $660K in Q3 2024.
27 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2025.

Based on Morton Capital Management's 13F filing for Q2 2025, filed 23 Jul 2025.