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SteelPeak Wealth’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

SteelPeak Wealth’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 		$309K Buy
6,638
+418
+7% +$19.4K 0.01% 514
2026
Q1 		$274K Buy
+6,220
New +$284K 0.01% 472

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SteelPeak Wealth's NTSI Position: Q2 2026 in Review

SteelPeak Wealth increased its WisdomTree International Efficient Core Fund (NTSI) stake by 6.7% in Q2 2026, buying an estimated $19.4K and bringing the position to 6,638 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #514.

SteelPeak Wealth first reported a position in NTSI in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • SteelPeak Wealth held 6,638 shares of WisdomTree International Efficient Core Fund worth $309K as of Q2 2026.
  • SteelPeak Wealth bought 418 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $19.4K.
  • WisdomTree International Efficient Core Fund made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #514 holding.
  • SteelPeak Wealth first reported a position in WisdomTree International Efficient Core Fund in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.