We are live on ! Find out more
NTSX icon

WisdomTree US Efficient Core Fund

105 hedge funds and large institutions have $765M invested in WisdomTree US Efficient Core Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

3% more ownership

Funds ownership: 60.34%63.34% (+3%)

2% more funds holding

Funds holding: 103105 (+2)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less capital invested

Capital invested by funds: $768M → $765M (-$2.71M)

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
39
Reduced
36
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HHGA
1
Halbert Hargrove Global Advisors
California
$283M -$1.31M -24,053 -0.4%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$73.6M +$1.74M +31,815 +2%
RA
3
Rational Advisors
New York
$69.3M +$35.5M +650,475 +101%
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$51.5M +$3.02M +55,390 +6%
OIA
5
OneDigital Investment Advisors
Kansas
$31.8M -$5.06M -92,690 -13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$29.4M +$99K +1,815 +0.3%
PFA
7
Professional Financial Advisors
Nebraska
$26.5M +$1.09M +20,026 +4%
WI
8
WJ Interests
Texas
$25.8M +$1.65M +30,197 +7%
4PL
9
46 Peaks LLC
Pennsylvania
$23.1M +$789K +14,473 +3%
LPL Financial
10
LPL Financial
California
$18.3M +$870K +15,945 +5%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$17M -$8.41M -154,255 -32%
AQR Capital Management
12
AQR Capital Management
Connecticut
$13.2M +$578K +10,599 +4%
PIA
13
Perennial Investment Advisors
California
$8.38M -$37.4K -685 -0.4%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$8.31M -$1.36M -24,879 -14%
KAS
15
Kestra Advisory Services
Texas
$7M +$2.81M +51,434 +62%
FA
16
Fermata Advisors
California
$6.23M -$233K -4,270 -3%
BCG
17
Bravias Capital Group
New Jersey
$4.48M -$1.03M -18,949 -18%
PAG
18
Private Advisor Group
New Jersey
$4.43M +$233K +4,280 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.95M +$411K +7,536 +11%
IAA
20
Independent Advisor Alliance
North Carolina
$3.9M +$4.08M +74,814 New
Morgan Stanley
21
Morgan Stanley
New York
$3.64M -$537K -9,851 -12%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.56M +$1.13M +20,736 +42%
CBU
23
CIBC Bancorp USA
Illinois
$2.91M +$3.04M +55,755 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.63M -$31.6K -579 -1%
RF
25
RHS Financial
California
$2.63M -$112K -2,061 -4%

NTSX Hedge Fund Activity: Q1 2026 in Review

105 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q1 2026, worth a combined $765M — down 0.35% from $768M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NTSX positions and 11 closed out — a net gain of 4 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Rational Advisors, adding an estimated $35.5M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $8.41M.

  • 105 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q1 2026, up from 103 in Q4 2025.
  • Funds reported $765M of WisdomTree US Efficient Core Fund stock for Q1 2026, down 0.35% quarter-over-quarter.
  • 15 funds opened new WisdomTree US Efficient Core Fund positions in Q1 2026 and 11 closed out, a net change of +4 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q1 2026 was Rational Advisors, an estimated $35.5M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $8.41M sold.

Based on aggregated 13F filings for Q1 2026.