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

Northwest 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
2024
Q4 		– Sell
-195
Closed -$7.65K – 457
2024
Q3 		$7.65K Hold
195
– – ﹤0.01% 341
2024
Q2 		$7.1K Buy
+195
New +$7.13K ﹤0.01% 339

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
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 $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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Northwest Capital Management's NTSI Position: Q4 2024 in Review

Northwest Capital Management sold out of WisdomTree International Efficient Core Fund (NTSI) in Q4 2024, closing a stake of 195 shares — an estimated $7.65K sold.

Northwest Capital Management first reported a position in NTSI in Q2 2024 and held it in 2 quarters. The position peaked at $7.65K in Q3 2024. 28 funds tracked by Wall St. Rank hold NTSI as of Q4 2024.

  • Northwest Capital Management reported no remaining WisdomTree International Efficient Core Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Capital Management sold 195 WisdomTree International Efficient Core Fund shares in Q4 2024, an estimated $7.65K.
  • Northwest Capital Management first reported a position in WisdomTree International Efficient Core Fund in Q2 2024 and held it in 2 quarters.
  • Northwest Capital Management's WisdomTree International Efficient Core Fund position peaked at $7.65K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q4 2024.

Based on Northwest Capital Management's 13F filing for Q4 2024, filed 4 Feb 2025.