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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
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$589K -$118K -2,552 -18%
UAG
52
United Advisor Group
Ohio
$588K +$53.6K +1,160 +11%
AG
53
AmeriFlex Group
Nevada
$578K
NAS
54
NWF Advisory Services
California
$538K +$497K +10,750 New
WPC
55
Wedmont Private Capital
Pennsylvania
$505K
AW
56
Avion Wealth
Texas
$489K
IWC
57
Integrated Wealth Concepts
Massachusetts
$472K +$436K +9,432 New
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$460K
AWM
59
AE Wealth Management
Kansas
$433K -$68.6K -1,483 -15%
Mercer Global Advisors
60
Mercer Global Advisors
Colorado
$402K -$3.24K -70 -0.9%
AWP
61
Astra Wealth Partners
New Jersey
$390K +$17.3K +375 +5%
BWMG
62
Barnes Wealth Management Group
California
$358K +$60.4K +1,306 +22%
JWCA
63
J.W. Cole Advisors
Florida
$344K +$878 +19 +0.3%
HI
64
Harbour Investments
Wisconsin
$341K +$22.6K +488 +8%
Jane Street
65
Jane Street
New York
$309K -$1.01M -21,754 -78%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$280K -$46 -1 -0%
T
67
Transce3nd
Texas
$271K -$3.75K -81 -1%
CIM
68
Cambria Investment Management
California
$256K +$236K +5,107 New
EF
69
Empowered Funds
Pennsylvania
$256K +$236K +5,107 New
PWM
70
Perigon Wealth Management
California
$246K +$15K +325 +7%
PTC
71
Private Trust Company
Ohio
$239K +$3.65K +79 +2%
MPW
72
Magnolia Private Wealth
Pennsylvania
$232K -$67.5K -1,460 -24%
TAP
73
Tounjian Advisory Partners
Florida
$231K -$18.8K -406 -7%
KPWS
74
Kestra Private Wealth Services
Texas
$228K -$222K -4,794 -51%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$212K +$4.16K +90 +2%

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.