NTSI Institutional Ownership & Shareholders
WISDOMTREE INTERNATIONAL EFF (NTSI) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $413.68M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Halbert Hargrove Global Advisors, Llc is currently the largest disclosed institutional shareholder of NTSI tracked by InsiderSet, reporting ownership valued at approximately $143.51M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $144.86M, representing an estimated gain of +0.94% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed NTSI value among the investors covered in this analysis. Major shareholders include Halbert Hargrove Global Advisors, Llc, Sym Financial Corp, Cwm, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE INTERNATIONAL EFF (NTSI).
This page ranks the largest institutional NTSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$413.68M
Largest Holder
Halbert Hargrove Global Advisors, Llc
Largest Position
$143.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
47
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, Llc | 6.30% | 3,126,240 | $143,510,053 | $144,864,334 | +$1,354,281 | +0.94% | |
| Sym Financial Corp | 8.76% | 2,507,233 | $115,094,538 | $116,180,664 | +$1,086,126 | +0.94% | |
| Cwm, Llc | 0.10% | 906,989 | $39,916,568 | $42,028,238 | +$2,111,670 | +5.29% | |
| Onedigital Investment Advisors Llc | 0.20% | 505,034 | $23,534,600 | $23,402,366 | -$132,234 | -0.56% | |
| Wealthcare Advisory Partners Llc | 0.25% | 316,477 | $14,527,894 | $14,664,975 | +$137,081 | +0.94% | |
| Wj Interests, Llc | 4.99% | 301,661 | $13,847,749 | $13,978,428 | +$130,679 | +0.94% | |
| 46 Peaks Llc | 8.07% | 275,260 | $12,827,080 | $12,755,053 | -$72,027 | -0.56% | |
| Professional Financial Advisors, Llc | 2.08% | 266,766 | $12,245,898 | $12,361,456 | +$115,558 | +0.94% | |
| Mather Group, Llc. | 0.08% | 193,620 | $8,888,127 | $8,972,002 | +$83,875 | +0.94% | |
| Lpl Financial Llc | 0.00% | 80,359 | $3,744,752 | $3,723,691 | -$21,061 | -0.56% | |
| Jpmorgan Chase & Co | 0.00% | 77,473 | $3,615,100 | $3,589,959 | -$25,141 | -0.70% | |
| Jane Street Group, Llc | 0.00% | 68,347 | $3,184,970 | $3,167,077 | -$17,893 | -0.56% | |
| Aqr Capital Management Llc | 0.00% | 67,887 | $3,163,511 | $3,145,761 | -$17,750 | -0.56% | |
| Fermata Advisors, Llc | 0.51% | 57,192 | $2,625,391 | $2,650,174 | +$24,783 | +0.94% | |
| Regions Financial Corp | 0.01% | 51,958 | $2,421,243 | $2,407,640 | -$13,603 | -0.56% | |
| Osaic Holdings, Inc. | 0.00% | 33,639 | $1,567,556 | $1,558,771 | -$8,785 | -0.56% | |
| Citadel Advisors Llc | 0.00% | 29,598 | $1,379,267 | $1,371,518 | -$7,749 | -0.56% | |
| Leading Edge Financial Planning Llc | 0.26% | 27,560 | $1,265,151 | $1,277,081 | +$11,930 | +0.94% | |
| Kestra Advisory Services, Llc | 0.00% | 25,709 | $1,198,023 | $1,191,309 | -$6,714 | -0.56% | |
| Goldman Sachs Group Inc | 0.00% | 22,990 | $1,071,334 | $1,065,315 | -$6,019 | -0.56% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,732 | $872,930 | $868,007 | -$4,923 | -0.56% | |
| Wealthplan Investment Management, Llc | 0.03% | 13,263 | $608,820 | $614,584 | +$5,764 | +0.95% | |
| Susquehanna International Group, Llp | 0.00% | 12,614 | $587,812 | $584,510 | -$3,302 | -0.56% | |
| Avion Wealth | 0.07% | 8,437 | $393,000 | $390,955 | -$2,045 | -0.52% | |
| Steelpeak Wealth, Llc | 0.01% | 5,869 | $269,399 | $271,959 | +$2,560 | +0.95% | |
| Alvarez & Marsal Private Wealth Partners, Llc | 0.03% | 5,163 | $240,596 | $239,244 | -$1,352 | -0.56% | |
| Newedge Advisors, Llc | 0.00% | 4,879 | $227,361 | $226,084 | -$1,277 | -0.56% | |
| Inspire Advisors, Llc | 0.02% | 4,643 | $216,364 | $215,148 | -$1,216 | -0.56% | |
| Triumph Capital Management | 0.01% | 1,817 | $83,422 | $84,197 | +$775 | +0.93% | |
| Royal Bank Of Canada | 0.00% | 1,037 | $48,000 | $48,053 | +$53 | +0.11% | |
| Morgan Stanley | 0.00% | 981 | $45,750 | $45,458 | -$292 | -0.64% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 316 | $14,726 | $14,643 | -$83 | -0.56% | |
| Hantz Financial Services, Inc. | 0.00% | 160 | $7,000 | $7,414 | +$414 | +5.92% | |
| Larson Financial Group Llc | 0.00% | 71 | $3,309 | $3,290 | -$19 | -0.57% | |
| Allworth Financial Lp | 0.00% | 61 | $2,843 | $2,827 | -$16 | -0.58% | |
| Farther Finance Advisors, Llc | 0.00% | 50 | $2,295 | $2,317 | +$22 | +0.95% | |
| Action Point Financial Planning, Llc | 0.00% | 40 | $1,817 | $1,854 | +$37 | +2.01% | |
| Fmr Llc | 0.00% | 26 | $1,212 | $1,205 | -$7 | -0.59% | |
| Strategic Wealth Partners, Ltd. | 0.00% | 1 | $36 | $46 | +$10 | +28.72% |
Frequently asked questions about NTSI
Who are the largest institutional holders of NTSI?
The largest institutional holders of NTSI reported in the latest SEC Form 13F filings include Halbert Hargrove Global Advisors, Llc, Sym Financial Corp, Cwm, Llc, Onedigital Investment Advisors Llc, and Wealthcare Advisory Partners Llc. InsiderSet ranks institutional holders by their latest reported NTSI position.
What is NTSI institutional ownership?
This page tracks NTSI positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE INTERNATIONAL EFF (NTSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own NTSI?
InsiderSet currently tracks 39 institutional managers reporting NTSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of NTSI shareholders.
How much NTSI stock do institutions own?
Institutional investment managers disclosed approximately $413.68M in NTSI holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was NTSI institutional ownership last updated?
The latest NTSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional NTSI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its NTSI position after the reporting date.
Are institutions buying or selling NTSI?
Institutional buying and selling can be analyzed by comparing NTSI positions across consecutive 13F reporting periods. InsiderSet's NTSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View NTSI ownership changes.
How has NTSI institutional ownership changed over time?
InsiderSet tracks NTSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.