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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
CPA
76
Cardiff Park Advisors
California
$202K
FFA
77
Farther Finance Advisors
California
$196K +$117K +2,525 +181%
TFG
78
Team Financial Group
California
$184K +$170K +3,680 New
GRP
79
Global Retirement Partners
California
$67.4K +$62.2K +1,346 New
SAM
80
Smartleaf Asset Management
Massachusetts
$67.3K -$21.6K -467 -26%
CA
81
CoreCap Advisors
Michigan
$66.7K
Raymond James Financial
82
Raymond James Financial
Florida
$59.2K +$54.7K +1,183 New
CAM
83
Costello Asset Management
Pennsylvania
$45.1K -$462 -10 -1%
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$43.8K
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$32K +$29.5K +639 New
EWM
86
Evolution Wealth Management
Florida
$30K +$27.7K +600 New
SFC
87
SYM Financial Corp
Indiana
$23.5K -$5.73K -124 -21%
IA
88
IFP Advisors
Florida
$20.2K +$4.81K +104 +35%
GWM
89
Geneos Wealth Management
Colorado
$19.3K -$20.1K -435 -53%
CA
90
Crewe Advisors
Utah
$11.4K +$10.5K +227 New
EP
91
Essential Partners
California
$9.56K +$8.83K +191 New
WCM
92
WealthTrak Capital Management
Virginia
$9.26K +$1.9K +41 +28%
Wells Fargo
93
Wells Fargo
California
$8.11K +$7.49K +162 New
Simplex Trading
94
Simplex Trading
Illinois
$7K +$6.47K +140 New
C
95
Covestor
United Kingdom
$5K
FFA
96
Frazier Financial Advisors
Ohio
$3.5K
Kayne Anderson Rudnick Investment Management
97
Kayne Anderson Rudnick Investment Management
California
$1.91K
Fidelity Investments
98
Fidelity Investments
Massachusetts
$651 +$555 +12 +1,200%
Stifel Financial
99
Stifel Financial
Missouri
-$526K -11,600 Closed
SIM
100
Synergy Investment Management
Florida
-$118K -2,608 Closed

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.