UBS Group’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

UBS Group’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
2025 Q4	–	Sell	-737	Closed	-$31.5K	–	10969
2025 Q3	$31.5K	Buy	+737	New	+$30.8K	﹤0.01%	7860
2025 Q2	–	Sell	-2,512	Closed	-$95.4K	–	10661
2025 Q1	$95.4K	Buy	2,512 +2,243	+834%	+$83.7K	﹤0.01%	7081
2024 Q4	$9.45K	Buy	+269	New	+$9.9K	﹤0.01%	8359
2024 Q3	–	Sell	-25	Closed	-$910	–	9889
2024 Q2	$910	Buy	+25	New	+$915	﹤0.01%	8738
2024 Q1	–	Sell	-475	Closed	-$17K	–	9807
2023 Q4	$17K	Buy	+475	New	+$15.6K	﹤0.01%	7203
2023 Q3	–	Sell	-400	Closed	-$13.8K	–	9813
2023 Q2	$13.8K	Buy	+400	New	+$13.9K	﹤0.01%	7033
2023 Q1	–	Sell	-518	Closed	-$16.4K	–	10119
2022 Q4	$16.4K	Sell	518 -51	-9%	-$1.54K	﹤0.01%	7904
2022 Q3	$15K	Buy	569 +18	+3%	+$557	﹤0.01%	7815
2022 Q2	$17K	Sell	551 -1,082	-66%	-$36.4K	﹤0.01%	7102
2022 Q1	$60K	Buy	1,633 +584	+56%	+$22.2K	﹤0.01%	6314
2021 Q4	$42K	Buy	1,049 +988	+1,620%	+$39.7K	﹤0.01%	7073
2021 Q3	$2K	Buy	+61	New	+$2.5K	﹤0.01%	8972

Other funds holding NTSI

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

SYM Financial Corp Winona Lake, Indiana $1.31B AUM 18.92% 1-Year Est. Return

Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

WJ Interests Sugar Land, Texas $278M AUM 10.13% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

46 Peaks LLC Newtown, Pennsylvania $156M AUM 7.85% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group's NTSI Position: Q4 2025 in Review

UBS Group sold out of WisdomTree International Efficient Core Fund (NTSI) in Q4 2025, closing a stake of 737 shares — an estimated $31.5K sold.

UBS Group first reported a position in NTSI in Q3 2021 and held it in 12 quarters. The position peaked at $95.4K in Q1 2025. 35 funds tracked by Wall St. Rank hold NTSI as of Q4 2025.

UBS Group reported no remaining WisdomTree International Efficient Core Fund position as of Q4 2025 after selling out during the quarter.
UBS Group sold 737 WisdomTree International Efficient Core Fund shares in Q4 2025, an estimated $31.5K.
UBS Group first reported a position in WisdomTree International Efficient Core Fund in Q3 2021 and held it in 12 quarters.
UBS Group's WisdomTree International Efficient Core Fund position peaked at $95.4K in Q1 2025.
35 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.