WIM
NTSI icon

WealthPlan Investment Management’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

WealthPlan Investment Management’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 		$726K Sell
15,584
-4,396
-22% -$204K 0.04% 266
2026
Q1 		$879K Buy
19,980
+961
+5% +$43.8K 0.05% 232
2025
Q4 		$839K Buy
+19,019
New +$832K 0.05% 210

Other funds holding NTSI

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
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
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WealthPlan Investment Management's NTSI Position: Q2 2026 in Review

WealthPlan Investment Management reduced its WisdomTree International Efficient Core Fund (NTSI) stake by 22% in Q2 2026, selling an estimated $204K and leaving 15,584 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #266.

WealthPlan Investment Management first reported a position in NTSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $879K in Q1 2026. 10 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • WealthPlan Investment Management held 15,584 shares of WisdomTree International Efficient Core Fund worth $726K as of Q2 2026.
  • WealthPlan Investment Management sold 4,396 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $204K.
  • WisdomTree International Efficient Core Fund made up 0.04% of WealthPlan Investment Management's portfolio in Q2 2026, its #266 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree International Efficient Core Fund in Q4 2025 and has held it in 3 quarters since.
  • WealthPlan Investment Management's WisdomTree International Efficient Core Fund position peaked at $879K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.