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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
NL
51
NDWM LLC
California
$675K -$2.19K -40 -0.3%
IWM
52
IHT Wealth Management
Illinois
$661K +$650K +11,896 New
WWM
53
Western Wealth Management
Colorado
$603K -$63.2K -1,156 -10%
QCM
54
Quantinno Capital Management
New York
$573K +$291K +5,320 +104%
WPC
55
Wedmont Private Capital
Pennsylvania
$558K – – –
AW
56
Avion Wealth
Texas
$536K – – –
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$501K – – –
FAM
58
Frontier Asset Management
Wyoming
$489K +$488K +8,927 New
AWM
59
AE Wealth Management
Kansas
$455K +$112K +2,048 +33%
BWMG
60
Barnes Wealth Management Group
California
$442K +$50K +914 +13%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$440K – – –
AWP
62
Astra Wealth Partners
New Jersey
$428K – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$405K +$403K +7,381 New
HI
64
Harbour Investments
Wisconsin
$390K +$22.6K +414 +6%
JWCA
65
J.W. Cole Advisors
Florida
$379K +$984 +18 +0.3%
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$312K – – –
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$287K +$39K +713 +16%
CIM
68
Cambria Investment Management
California
$284K – – –
EF
69
Empowered Funds
Pennsylvania
$284K – – –
TWM
70
TopTier Wealth Management
Wisconsin
$265K +$264K +4,836 New
MWM
71
McCartney Wealth Management
Missouri
$249K +$249K +4,551 New
PWM
72
Perigon Wealth Management
California
$245K -$11.8K -215 -5%
MPW
73
Magnolia Private Wealth
Pennsylvania
$229K – – –
KPWS
74
Kestra Private Wealth Services
Texas
$224K +$547 +10 +0.2%
SB
75
Strategic Blueprint
Georgia
$222K +$221K +4,045 New
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.