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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
QWP
51
Quotient Wealth Partners
Texas
$690K +$721K +13,222 New
FAM
52
Frontier Asset Management
Wyoming
$684K +$229K +4,191 +47%
MFG
53
Merit Financial Group
Georgia
$668K +$2.02K +37 +0.3%
IWM
54
IHT Wealth Management
Illinois
$624K +$4.31K +79 +0.7%
NL
55
NDWM LLC
California
$623K -$19.7K -361 -3%
HI
56
Harbour Investments
Wisconsin
$551K +$188K +3,438 +48%
QCM
57
Quantinno Capital Management
New York
$548K +$3.22K +59 +0.6%
WPC
58
Wedmont Private Capital
Pennsylvania
$542K – – –
WWM
59
Western Wealth Management
Colorado
$536K -$40.2K -737 -7%
AW
60
Avion Wealth
Texas
$510K – – –
IA
61
Inspire Advisors
Idaho
$485K +$508K +9,307 New
AWM
62
AE Wealth Management
Kansas
$485K +$54.3K +996 +12%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$459K -$18.4K -337 -4%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$407K -$12.3K -226 -3%
AWP
65
Astra Wealth Partners
New Jersey
$407K – – –
IWC
66
Integrated Wealth Concepts
Massachusetts
$317K +$332K +6,082 New
Creative Planning
67
Creative Planning
Kansas
$307K +$321K +5,881 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$279K +$6.38K +117 +2%
JWCA
69
J.W. Cole Advisors
Florida
$263K -$102K -1,868 -27%
BWMG
70
Barnes Wealth Management Group
California
$263K -$165K -3,030 -38%
TWM
71
TopTier Wealth Management
Wisconsin
$253K +$709 +13 +0.3%
RFC
72
Regions Financial Corp
Alabama
$241K +$252K +4,625 New
MWM
73
McCartney Wealth Management
Missouri
$239K +$2.18K +40 +0.9%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$233K -$67.5K -1,237 -22%
UCFA
75
United Capital Financial Advisors
Texas
$229K +$240K +4,395 New
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.