Morgan Stanley
NTSX icon

Morgan Stanley’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Morgan Stanley’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.64M Sell
69,745
-9,851
-12% -$537K ﹤0.01% 4359
2025
Q4 		$4.36M Buy
79,596
+9,938
+14% +$543K ﹤0.01% 4287
2025
Q3 		$3.76M Buy
69,658
+33,789
+94% +$1.75M ﹤0.01% 4369
2025
Q2 		$1.8M Buy
35,869
+16,375
+84% +$757K ﹤0.01% 4771
2025
Q1 		$883K Buy
19,494
+298
+2% +$14.1K ﹤0.01% 5060
2024
Q4 		$896K Buy
19,196
+9,443
+97% +$448K ﹤0.01% 5149
2024
Q3 		$458K Buy
9,753
+4,984
+105% +$225K ﹤0.01% 5443
2024
Q2 		$209K Sell
4,769
-457
-9% -$19.3K ﹤0.01% 5655
2024
Q1 		$221K Sell
5,226
-3,702
-41% -$151K ﹤0.01% 5699
2023
Q4 		$351K Buy
8,928
+5,091
+133% +$186K ﹤0.01% 5749
2023
Q3 		$134K Hold
3,837
– – ﹤0.01% 5745
2023
Q2 		$142K Hold
3,837
– – ﹤0.01% 5796
2023
Q1 		$135K Sell
3,837
-1,500
-28% -$51K ﹤0.01% 5892
2022
Q4 		$173K Sell
5,337
-903
-14% -$29.5K ﹤0.01% 5726
2022
Q3 		$191K Sell
6,240
-1,000
-14% -$34.8K ﹤0.01% 5747
2022
Q2 		$241K Sell
7,240
-957
-12% -$34.5K ﹤0.01% 5797
2022
Q1 		$332K Sell
8,197
-26,889
-77% -$1.1M ﹤0.01% 5627
2021
Q4 		$1.55M Buy
35,086
+34,486
+5,748% +$1.49M ﹤0.01% 4764
2021
Q3 		$24K Buy
+600
New +$25.2K ﹤0.01% 7031
2021
Q1 		– Sell
-3,871
Closed -$142K – 7535
2020
Q4 		$142K Buy
+3,871
New +$135K ﹤0.01% 5766

Other funds holding NTSX

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
WI
WJ Interests Sugar Land, Texas $260M AUM 18.18% 1-Year Est. Return
4PL
46 Peaks LLC Newtown, Pennsylvania $137M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley's NTSX Position: Q1 2026 in Review

Morgan Stanley reduced its WisdomTree US Efficient Core Fund (NTSX) stake by 12% in Q1 2026, selling an estimated $537K and leaving 69,745 shares worth $3.64M. The position accounts for ﹤0.01% of the portfolio, ranked #4359.

Morgan Stanley first reported a position in NTSX in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.36M in Q4 2025. 105 funds tracked by Wall St. Rank hold NTSX as of Q1 2026.

  • Morgan Stanley held 69,745 shares of WisdomTree US Efficient Core Fund worth $3.64M as of Q1 2026.
  • Morgan Stanley sold 9,851 WisdomTree US Efficient Core Fund shares in Q1 2026, an estimated $537K.
  • WisdomTree US Efficient Core Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4359 holding.
  • Morgan Stanley first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 20 quarters since.
  • Morgan Stanley's WisdomTree US Efficient Core Fund position peaked at $4.36M in Q4 2025.
  • 105 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.