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WisdomTree US Efficient Core Fund
NTSX

103 hedge funds and large institutions have $768M invested in WisdomTree US Efficient Core Fund in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

8% more funds holding

Funds holding: 95 → 103 (+8)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

2% more capital invested

Capital invested by funds: $756M → $768M (+$11.6M)

0.51% more ownership

Funds ownership: 59.83% → 60.34% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
103
Holders Change
+8
Holders Change %
+8.42%
% of All Funds
1.25%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
34
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.94M
2
PIA
Perennial Investment Advisors
California
+$1.64M
3
AA
Armis Advisers
Georgia
+$861K
4
LPL Financial
LPL Financial
California
+$798K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$798K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$13.8M
2
HBS
Howard Bailey Securities
Indiana
-$12.7M
3
RA
Rational Advisors
New York
-$3.69M
4
HHGA
Halbert Hargrove Global Advisors
California
-$2.09M
5
WI
WJ Interests
Texas
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
26
Insight Wealth Strategies
California
$2M +$165K +3,026 +9%
MCM
27
Morton Capital Management
California
$1.81M +$5.41K +99 +0.3%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.52M +$798K +14,600 +111%
AFP
29
Ausdal Financial Partners
Iowa
$1.52M -$49.2K -900 -3%
GSWM
30
Golden State Wealth Management
California
$1.51M +$46.5K +850 +3%
NA
31
NewEdge Advisors
Louisiana
$1.44M +$624K +11,421 +77%
HA
32
Herold Advisors
New York
$1.37M -$54.7K -1,000 -4%
HBS
33
Howard Bailey Securities
Indiana
$1.32M -$12.7M -233,050 -91%
WW
34
Wright Wealth
Georgia
$1.28M +$1.28M +23,367 New
IWP
35
Innova Wealth Partners
Pennsylvania
$1.26M +$12.1K +221 +1%
AWM
36
Accurate Wealth Management
Florida
$1.22M -$46K -842 -4%
SC
37
Sierra Capital
Florida
$1.18M – – –
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.17M -$4.37K -80 -0.4%
OWA
39
ORBA Wealth Advisors
Illinois
$1.13M -$151K -2,759 -12%
BAM
40
Belpointe Asset Management
Nevada
$1.1M -$5.47K -100 -0.5%
WIM
41
WealthPlan Investment Management
Nebraska
$1M +$10.7K +195 +1%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$968K +$2.9K +53 +0.3%
RFG
43
REAP Financial Group
Texas
$904K -$27.6K -505 -3%
AA
44
ACT Advisors
North Carolina
$883K -$26.9K -492 -3%
OPWM
45
Oregon Pacific Wealth Management
Oregon
$824K -$49.5K -905 -6%
AA
46
Armis Advisers
Georgia
$810K +$861K +15,751 New
SS
47
Sunbelt Securities
Texas
$806K -$39.5K -722 -5%
Mariner
48
Mariner
Kansas
$739K +$737K +13,475 New
MFG
49
Merit Financial Group
Georgia
$700K +$2.08K +38 +0.3%
UAG
50
United Advisor Group
Ohio
$680K +$22.7K +416 +3%
1
2
3 4 5

NTSX Hedge Fund Activity: Q4 2025 in Review

103 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Efficient Core Fund (NTSX) for Q4 2025, worth a combined $768M — up 1.5% from $756M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NTSX positions and 5 closed out — a net gain of 9 holders — while 34 added to existing stakes and 31 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.94M. The largest seller was Osaic Holdings, cutting an estimated $13.8M.

  • 103 institutional investors held WisdomTree US Efficient Core Fund (NTSX) as of Q4 2025, up from 95 in Q3 2025.
  • Funds reported $768M of WisdomTree US Efficient Core Fund stock for Q4 2025, up 1.5% quarter-over-quarter.
  • 14 funds opened new WisdomTree US Efficient Core Fund positions in Q4 2025 and 5 closed out, a net change of +9 holders.
  • The largest WisdomTree US Efficient Core Fund buyer in Q4 2025 was JP Morgan Chase, an estimated $1.94M added.
  • The largest WisdomTree US Efficient Core Fund seller in Q4 2025 was Osaic Holdings, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2025.