Vault-13

WISDOMTREE TR NTSI

INTERNATIONL EFI · ETP · CUSIP 97717Y634

40 institutional holders +1 vs Q1 2026
8,031,3338.0m shares reported held*
$374.3mreported value*
6 new 14 added 14 reduced 4 sold out net sold ≈ $12.4m (-265.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($1.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.60.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

02040Q3 22: 14Q4 22: 19Q1 23: 17Q2 23: 21Q3 23: 19Q4 23: 22Q1 24: 25Q2 24: 27Q3 24: 28Q4 24: 29Q1 25: 27Q2 25: 28Q3 25: 32Q4 25: 35Q1 26: 39Q2 26: 4040Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202214
Q4 202219
Q1 202317
Q2 202321
Q3 202319
Q4 202322
Q1 202425
Q2 202427
Q3 202428
Q4 202429
Q1 202527
Q2 202528
Q3 202532
Q4 202535
Q1 202639
Q2 202640

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 12 bought or addedQ3 24: 11 cut or sold outQ4 24: 14 bought or addedQ4 24: 13 cut or sold outQ4 24Q1 25: 17 bought or addedQ1 25: 11 cut or sold outQ2 25: 14 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 16 bought or addedQ3 25: 11 cut or sold outQ4 25: 20 bought or addedQ4 25: 11 cut or sold outQ4 25Q1 26: 23 bought or addedQ1 26: 13 cut or sold outQ2 26: 20 bought or addedQ2 26: 18 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241211
Q4 20241413
Q1 20251711
Q2 20251412
Q3 20251611
Q4 20252011
Q1 20262313
Q2 20262018

Biggest buyers

MATHER GROUP, LLC. Added +123,270+123.3k
REGIONS FINANCIAL CORP New +51,958+52.0k
CITADEL ADVISORS LLC New +29,598+29.6k
SYM FINANCIAL Corp Added +21,654+21.7k
Professional Financial Advisors, LLC Added +20,721+20.7k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Added +13,349+13.3k
JPMORGAN CHASE & CO Added +13,254+13.3k
Wealthcare Advisory Partners LLC Added +11,654+11.7k
LPL Financial LLC Added +8,490+8.5k
AQR CAPITAL MANAGEMENT LLC Added +5,992+6.0k

Biggest sellers

WJ Interests, LLC Reduced -379,349-379.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -111,350-111.3k
JANE STREET GROUP, LLC Reduced -48,994-49.0k
IHT Wealth Management, LLC Sold out -14,327-14.3k
46 Peaks LLC Reduced -6,104-6.1k
GOLDMAN SACHS GROUP INC Reduced -5,823-5.8k
Accurate Wealth Management, LLC Sold out -4,599-4.6k
WealthPlan Investment Management, LLC Reduced -4,396-4.4k
CARDIFF PARK ADVISORS, LLC Sold out -2,860-2.9k
Fermata Advisors, LLC Reduced -1,443-1.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HALBERT HARGROVE GLOBAL ADVISORS, LLC 6.35% of their portfolio LONG BEACH, CA 3,134,0423.1m $146.0m $146.0m 6.35% Added +13.3k +13,349
2 SYM FINANCIAL Corp 9.23% of their portfolio WINONA LAKE, IN 2,462,9562.5m $114.8m $114.8m 9.23% Added +21.7k +21,654
3 OneDigital Investment Advisors LLC 0.20% of their portfolio OVERLAND PARK, KS 505,034505.0k $23.5m $23.5m 0.20% Reduced -684 -684
4 Wealthcare Advisory Partners LLC 0.27% of their portfolio WEST CHESTER, PA 309,093309.1k $14.4m $14.4m 0.27% Added +11.7k +11,654
5 WJ Interests, LLC 5.52% of their portfolio SUGAR LAND, TX 307,311307.3k $14.3m $14.3m 5.52% Reduced -379.3k -379,349
6 46 Peaks LLC 8.07% of their portfolio NEWTOWN, PA 275,260275.3k $12.8m $12.8m 8.07% Reduced -6.1k -6,104
7 Professional Financial Advisors, LLC 2.08% of their portfolio NORTH PLATTE, NE 258,504258.5k $12.0m $12.0m 2.08% Added +20.7k +20,721
8 MATHER GROUP, LLC. 0.08% of their portfolio CHICAGO, IL 193,379193.4k $9.0m $9.0m 0.08% Added +123.3k +123,270
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 80,35980.4k $3.7m $3.7m 0.00% Added +8.5k +8,490
10 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 77,47377.5k $3.6m $3.6m 0.00% Added +13.3k +13,254
11 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 68,34768.3k $3.2m $3.2m 0.00% Reduced -49.0k -48,994
12 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 67,88767.9k $3.2m $3.2m 0.00% Added +6.0k +5,992
13 REGIONS FINANCIAL CORP 0.01% of their portfolio BIRMINGHAM, AL 51,95852.0k $2.4m $2.4m 0.01% New
14 Fermata Advisors, LLC 0.49% of their portfolio SONOMA, CA 51,79351.8k $2.4m $2.4m 0.49% Reduced -1.4k -1,443
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 33,63933.6k $1.6m $1.6m 0.00% Added +3.9k +3,939
16 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 29,59829.6k $1.4m $1.4m 0.00% New
17 Leading Edge Financial Planning LLC 0.23% of their portfolio KNOXVILLE, TN 27,19427.2k $1.3m $1.3m 0.23% Added +2.9k +2,896
18 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 25,70925.7k $1.2m $1.2m 0.00% Reduced -639 -639
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 22,99023.0k $1.1m $1.1m 0.00% Reduced -5.8k -5,823
20 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 18,73218.7k $872.9k $872.9k 0.00% Reduced -149 -149
21 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 15,58415.6k $726.2k $726.2k 0.04% Reduced -4.4k -4,396
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 12,61412.6k $587.8k $587.8k 0.00% Reduced -111.3k -111,350
23 Avion Wealth 0.07% of their portfolio THE WOODLANDS, TX 8,4378.4k $393.0k $393.0k 0.07% Unchanged
24 SteelPeak Wealth, LLC 0.01% of their portfolio WOODLAND HILLS, CA 6,6386.6k $309.3k $309.3k 0.01% Added +418 +418
25 Alvarez & Marsal Private Wealth Partners, LLC 0.03% of their portfolio WEST PALM BEACH, FL 5,1635.2k $240.6k $240.6k 0.03% New
26 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 4,8794.9k $227.4k $227.4k 0.00% Reduced -677 -677
27 Inspire Advisors, LLC 0.02% of their portfolio Meridian, ID 4,6434.6k $216.4k $216.4k 0.02% Reduced -128 -128
28 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 3,0993.1k $144.4k $144.4k 0.00% Added +1.7k +1,740
29 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,1432.1k $99.9k $99.9k 0.00% New
30 Triumph Capital Management 0.02% of their portfolio DENVER, CO 1,8101.8k $84.3k $84.3k 0.02% Added +134 +134
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,0371.0k $48.0k $48.0k 0.00% Unchanged
32 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 981981 $45.8k $45.8k 0.00% Reduced -162 -162
33 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 316316 $14.7k $14.7k 0.00% Unchanged
34 HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio SOUTHFIELD, MI 160160 $7.0k $7.0k 0.00% Unchanged
35 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 7171 $3.3k $3.3k 0.00% Unchanged
36 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 6161 $2.8k $2.8k 0.00% New
37 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 5050 $2.3k $2.3k 0.00% Reduced -106 -106
38 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 4040 $1.8k $1.8k 0.00% New
39 FMR LLC 0.00% of their portfolio BOSTON, MA 2626 $1.2k $1.2k 0.00% Added +23 +23
40 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 11 $36 $36 0.00% Unchanged