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

Professional Financial Advisors’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	$12M	Buy	258,504 +20,721	+9%	+$961K	2.08%	7
2026 Q1	$10.5M	Sell	237,783 -33,775	-12%	-$1.54M	2.13%	7
2025 Q4	$12M	Buy	271,558 +6,398	+2%	+$280K	2.45%	6
2025 Q3	$11.3M	Buy	265,160 +14,155	+6%	+$591K	2.39%	5
2025 Q2	$10.3M	Buy	251,005 +13,470	+6%	+$528K	2.39%	5
2025 Q1	$9.02M	Buy	237,535 +17,824	+8%	+$665K	2.29%	7
2024 Q4	$7.72M	Buy	219,711 +8,464	+4%	+$311K	1.98%	7
2024 Q3	$8.29M	Sell	211,247 -2,196	-1%	-$83.2K	2.15%	6
2024 Q2	$7.77M	Sell	213,443 -293	-0.1%	-$10.7K	2.15%	7
2024 Q1	$7.92M	Buy	213,736 +73,410	+52%	+$2.64M	2.27%	7
2023 Q4	$5.01M	Buy	140,326 +13,888	+11%	+$456K	1.66%	7
2023 Q3	$4.04M	Buy	126,438 +5,550	+5%	+$187K	1.83%	10
2023 Q2	$4.16M	Buy	+120,888	New	+$4.2M	2.15%	9
2023 Q1	–	Sell	-99,327	Closed	-$3.15M	–	74
2022 Q4	$3.15M	Buy	+99,327	New	+$3M	2.13%	10

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Professional Financial Advisors's NTSI Position: Q2 2026 in Review

Professional Financial Advisors increased its WisdomTree International Efficient Core Fund (NTSI) stake by 8.7% in Q2 2026, buying an estimated $961K and bringing the position to 258,504 shares worth $12M. The position accounts for 2.08% of the portfolio, ranked #7.

Professional Financial Advisors first reported a position in NTSI in Q4 2022 and has held it in 14 quarters since. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

Professional Financial Advisors held 258,504 shares of WisdomTree International Efficient Core Fund worth $12M as of Q2 2026.
Professional Financial Advisors bought 20,721 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $961K.
WisdomTree International Efficient Core Fund made up 2.08% of Professional Financial Advisors's portfolio in Q2 2026, its #7 holding.
Professional Financial Advisors first reported a position in WisdomTree International Efficient Core Fund in Q4 2022 and has held it in 14 quarters since.
40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.