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

Strategic Wealth Partners’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 		$36 Hold
1
– – ﹤0.01% 1418
2026
Q1 		$34 Sell
1
-109
-99% -$4.97K ﹤0.01% 1433
2025
Q4 		$4.84K Sell
110
-3,394
-97% -$148K ﹤0.01% 1058
2025
Q3 		$150K Buy
+3,504
New +$146K 0.01% 374

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

Strategic Wealth Partners's NTSI Position: Q2 2026 in Review

Strategic Wealth Partners held its WisdomTree International Efficient Core Fund (NTSI) position steady in Q2 2026 at 1 share worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Strategic Wealth Partners first reported a position in NTSI in Q3 2025 and has held it in 4 quarters since. The position peaked at $150K in Q3 2025. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • Strategic Wealth Partners held 1 share of WisdomTree International Efficient Core Fund worth $36 as of Q2 2026.
  • Strategic Wealth Partners left its WisdomTree International Efficient Core Fund share count unchanged in Q2 2026.
  • WisdomTree International Efficient Core Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1418 holding.
  • Strategic Wealth Partners first reported a position in WisdomTree International Efficient Core Fund in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's WisdomTree International Efficient Core Fund position peaked at $150K in Q3 2025.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.