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WisdomTree US Efficient Core Fund
NTSX

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: 103 → 105 (+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: 6 → 6 (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
–

Top Buyers

Rank Fund Capital Flow
1
RA
Rational Advisors
New York
+$35.5M
2
IAA
Independent Advisor Alliance
North Carolina
+$4.08M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$3.02M
4
KAS
Kestra Advisory Services
Texas
+$2.81M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$8.41M
2
OIA
OneDigital Investment Advisors
Kansas
-$5.06M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.36M
4
HHGA
Halbert Hargrove Global Advisors
California
-$1.31M
5
BCG
Bravias Capital Group
New Jersey
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
LEFP
26
Leading Edge Financial Planning
Tennessee
$2.08M +$126K +2,306 +6%
IWS
27
Insight Wealth Strategies
California
$1.96M +$54.1K +991 +3%
MCM
28
Morton Capital Management
California
$1.72M +$5.13K +94 +0.3%
GSWM
29
Golden State Wealth Management
California
$1.53M +$104K +1,913 +7%
AFP
30
Ausdal Financial Partners
Iowa
$1.5M +$62.2K +1,140 +4%
HA
31
Herold Advisors
New York
$1.25M -$54.5K -1,000 -4%
HBS
32
Howard Bailey Securities
Indiana
$1.25M -$6.05K -111 -0.5%
IWP
33
Innova Wealth Partners
Pennsylvania
$1.19M -$12.2K -223 -1%
SC
34
Sierra Capital
Florida
$1.12M – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.09M -$24.4K -448 -2%
AWM
36
Accurate Wealth Management
Florida
$1.08M -$108K -1,978 -9%
BAM
37
Belpointe Asset Management
Nevada
$1,000K -$48.8K -894 -4%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$997K +$79.2K +1,452 +8%
WW
39
Wright Wealth
Georgia
$931K -$301K -5,518 -24%
XPN
40
XY Planning Network
Montana
$917K +$955K +17,515 New
OWA
41
ORBA Wealth Advisors
Illinois
$901K -$179K -3,284 -16%
AA
42
Armis Advisers
Georgia
$875K -$45.4K -833 -5%
NA
43
NewEdge Advisors
Louisiana
$861K -$536K -9,826 -37%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$844K +$882K +16,179 New
AA
45
ACT Advisors
North Carolina
$818K -$23.3K -428 -3%
WIM
46
WealthPlan Investment Management
Nebraska
$772K -$191K -3,511 -19%
SS
47
Sunbelt Securities
Texas
$768K +$1.31K +24 +0.2%
UAG
48
United Advisor Group
Ohio
$754K +$111K +2,038 +16%
RFG
49
REAP Financial Group
Texas
$737K -$129K -2,370 -14%
Corient Private Wealth
50
Corient Private Wealth
Florida
$725K -$758K -13,900 -50%
1
2
3 4 5

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.