WI
NTSI icon

WJ Interests’s WisdomTree International Efficient Core Fund NTSI Stock Holding History

WJ Interests’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 		$14.3M Sell
307,311
-379,349
-55% -$17.6M 5.52% 9
2026
Q1 		$30.2M Buy
686,660
+24,363
+4% +$1.11M 11.61% 3
2025
Q4 		$29.2M Sell
662,297
-39,795
-6% -$1.74M 12.56% 3
2025
Q3 		$30M Sell
702,092
-25,980
-4% -$1.08M 12.12% 3
2025
Q2 		$29.8M Sell
728,072
-19,846
-3% -$777K 12.77% 3
2025
Q1 		$28.4M Buy
747,918
+39,044
+6% +$1.46M 13.21% 3
2024
Q4 		$24.9M Sell
708,874
-234
-0% -$8.59K 12.01% 4
2024
Q3 		$27.8M Sell
709,108
-22,965
-3% -$871K 12.27% 4
2024
Q2 		$26.7M Buy
732,073
+28,798
+4% +$1.05M 13.27% 4
2024
Q1 		$26.1M Buy
703,275
+24,969
+4% +$897K 13.75% 4
2023
Q4 		$24.2M Buy
678,306
+5,482
+0.8% +$180K 15.28% 3
2023
Q3 		$21.5M Buy
672,824
+2,501
+0.4% +$84.3K 14.95% 3
2023
Q2 		$23.6M Sell
670,323
-24,431
-4% -$849K 15.58% 3
2023
Q1 		$24.1M Buy
694,754
+127,634
+23% +$4.3M 16.65% 3
2022
Q4 		$18M Buy
567,120
+19,403
+4% +$587K 14.93% 3
2022
Q3 		$14.9M Buy
547,717
+252,187
+85% +$7.8M 13.27% 4
2022
Q2 		$9.14M Buy
+295,530
New +$9.95M 7.06% 5

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
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

WJ Interests's NTSI Position: Q2 2026 in Review

WJ Interests reduced its WisdomTree International Efficient Core Fund (NTSI) stake by 55% in Q2 2026, selling an estimated $17.6M and leaving 307,311 shares worth $14.3M. The position accounts for 5.52% of the portfolio, ranked #9.

WJ Interests first reported a position in NTSI in Q2 2022 and has held it in 17 quarters since. The position peaked at $30.2M in Q1 2026. 40 funds tracked by Wall St. Rank hold NTSI as of Q2 2026.

  • WJ Interests held 307,311 shares of WisdomTree International Efficient Core Fund worth $14.3M as of Q2 2026.
  • WJ Interests sold 379,349 WisdomTree International Efficient Core Fund shares in Q2 2026, an estimated $17.6M.
  • WisdomTree International Efficient Core Fund made up 5.52% of WJ Interests's portfolio in Q2 2026, its #9 holding.
  • WJ Interests first reported a position in WisdomTree International Efficient Core Fund in Q2 2022 and has held it in 17 quarters since.
  • WJ Interests's WisdomTree International Efficient Core Fund position peaked at $30.2M in Q1 2026.
  • 40 funds tracked by Wall St. Rank held WisdomTree International Efficient Core Fund as of Q2 2026.

Based on WJ Interests's 13F filing for Q2 2026, filed 30 Jul 2026.