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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Rational Advisors
Huntington,
New York
|
+$35.5M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$4.08M |
| 3 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$3.02M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.81M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$8.41M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$5.06M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$1.36M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$1.31M |
| 5 |
BCG
Bravias Capital Group
Iselin,
New Jersey
|
-$1.03M |
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.