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WisdomTree US Efficient Core Fund

98 hedge funds and large institutions have $748M invested in WisdomTree US Efficient Core Fund in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

9% more capital invested

Capital invested by funds: $686M → $748M (+$62.3M)

9% more funds holding

Funds holding: 9098 (+8)

1.22% more ownership

Funds ownership: 60.82%62.04% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

Holders
98
Holders Change
+8
Holders Change %
+8.89%
% of All Funds
1.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
16
Increased
32
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.86M +$719K +15,560 +72%
Morgan Stanley
27
Morgan Stanley
New York
$1.8M +$757K +16,375 +84%
OWA
28
ORBA Wealth Advisors
Illinois
$1.69M -$1.82M -39,281 -54%
MCM
29
Morton Capital Management
California
$1.64M +$4.72K +102 +0.3%
AFP
30
Ausdal Financial Partners
Iowa
$1.57M +$29.4K +635 +2%
IWS
31
Insight Wealth Strategies
California
$1.55M -$78.6K -1,700 -5%
FAIM
32
Financial Advocates Investment Management
Washington
$1.45M -$5.78K -125 -0.4%
HA
33
Herold Advisors
New York
$1.35M
IWP
34
Innova Wealth Partners
Pennsylvania
$1.19M -$12.3K -267 -1%
BAM
35
Belpointe Asset Management
Nevada
$1.18M -$328K -7,091 -23%
AWM
36
Accurate Wealth Management
Florida
$1.17M -$137K -2,967 -11%
GSWM
37
Golden State Wealth Management
California
$1.16M +$56.9K +1,231 +6%
SC
38
Sierra Capital
Florida
$1.07M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.06M +$139 +3 +0%
RFG
40
REAP Financial Group
Texas
$929K -$55.7K -1,204 -6%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$879K +$53.4K +1,155 +7%
OPWM
42
Oregon Pacific Wealth Management
Oregon
$838K -$15.9K -344 -2%
NA
43
NewEdge Advisors
Louisiana
$806K -$122K -2,639 -14%
AA
44
ACT Advisors
North Carolina
$797K -$9.48K -205 -1%
SS
45
Sunbelt Securities
Texas
$769K -$1.34K -29 -0.2%
Corient Private Wealth
46
Corient Private Wealth
Florida
$661K
MFG
47
Merit Financial Group
Georgia
$635K +$587K +12,695 New
WWM
48
Western Wealth Management
Colorado
$635K +$32.7K +707 +6%
NL
49
NDWM LLC
California
$618K -$68.5K -1,481 -11%
WIM
50
WealthPlan Investment Management
Nebraska
$591K +$546K +11,799 New

NTSX Hedge Fund Activity: Q2 2025 in Review

98 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q2 2025, worth a combined $748M — up 9.1% from $686M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new NTSX positions and 7 closed out — a net gain of 9 holders — while 32 added to existing stakes and 37 trimmed.

The largest buyer was Toronto Dominion Bank, opening a new position worth an estimated $3.79M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $6.22M.

  • 98 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $748M of WisdomTree US Efficient Core Fund stock for Q2 2025, up 9.1% quarter-over-quarter.
  • 16 funds opened new WisdomTree US Efficient Core Fund positions in Q2 2025 and 7 closed out, a net change of +9 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q2 2025 was Toronto Dominion Bank, an estimated $3.79M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $6.22M sold.

Based on aggregated 13F filings for Q2 2025.