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SYM Financial Corp’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

SYM Financial Corp’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 		$115M Buy
2,462,956
+21,654
+0.9% +$1M 9.23% 3
2026
Q1 		$107M Buy
2,441,302
+5,208
+0.2% +$238K 10.73% 2
2025
Q4 		$107M Buy
2,436,094
+5,640
+0.2% +$247K 11.03% 2
2025
Q3 		$104M Buy
2,430,454
+41,730
+2% +$1.74M 11.12% 2
2025
Q2 		$97.9M Buy
2,388,724
+6,566
+0.3% +$257K 10.96% 2
2025
Q1 		$90.5M Buy
2,382,158
+14,500
+0.6% +$541K 11.15% 2
2024
Q4 		$83.2M Buy
2,367,658
+156,791
+7% +$5.76M 10.75% 2
2024
Q3 		$86.7M Buy
2,210,867
+27,538
+1% +$1.04M 11.61% 2
2024
Q2 		$79.5M Buy
2,183,329
+75,679
+4% +$2.77M 12.67% 2
2024
Q1 		$78.1M Buy
2,107,650
+36,566
+2% +$1.31M 12.89% 2
2023
Q4 		$74M Buy
2,071,084
+13,382
+0.7% +$440K 11.98% 2
2023
Q3 		$65.7M Buy
2,057,702
+55,668
+3% +$1.88M 11.66% 2
2023
Q2 		$69M Buy
2,002,034
+164,304
+9% +$5.71M 13.98% 2
2023
Q1 		$63.1M Buy
1,837,730
+58,982
+3% +$1.99M 13.92% 2
2022
Q4 		$56.4M Buy
+1,778,748
New +$53.8M 13.42% 2

Other funds holding NTSI

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SYM Financial Corp's NTSI Position: Q2 2026 in Review

SYM Financial Corp increased its WisdomTree International Efficient Core Fund (NTSI) stake by 0.89% in Q2 2026, buying an estimated $1M and bringing the position to 2,462,956 shares worth $115M. The position accounts for 9.23% of the portfolio, ranked #3.

SYM Financial Corp first reported a position in NTSI in Q4 2022 and has held it in 15 quarters since. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • SYM Financial Corp held 2,462,956 shares of WisdomTree International Efficient Core Fund worth $115M as of Q2 2026.
  • SYM Financial Corp bought 21,654 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $1M.
  • WisdomTree International Efficient Core Fund made up 9.23% of SYM Financial Corp's portfolio in Q2 2026, its #3 holding.
  • SYM Financial Corp first reported a position in WisdomTree International Efficient Core Fund in Q4 2022 and has held it in 15 quarters since.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.