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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.94M |
| 2 |
PIA
Perennial Investment Advisors
Los Angeles,
California
|
+$1.64M |
| 3 |
AA
Armis Advisers
Atlanta,
Georgia
|
+$861K |
| 4 |
LPL Financial
San Diego,
California
|
+$798K |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$798K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.8M |
| 2 |
HBS
Howard Bailey Securities
Fort Wayne,
Indiana
|
-$12.7M |
| 3 |
RA
Rational Advisors
Huntington,
New York
|
-$3.69M |
| 4 |
HHGA
Halbert Hargrove Global Advisors
Long Beach,
California
|
-$2.09M |
| 5 |
WI
WJ Interests
Sugar Land,
Texas
|
-$1.82M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
101
Frazier Financial Advisors
Columbus,
Ohio
| $3.84K | – | – | – |
|
102
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| $2.11K | – | – | – |
|
|
WAG
103
Wiser Advisor Group
Phoenix,
Arizona
| $1.06K | – | – | – |
|
|
OMC
104
Old Mission Capital
Chicago,
Illinois
| – | -$1.74M | -32,310 | Closed |
|
|
IWC
105
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$350K | -6,486 | Closed |
|
|
NAS
106
NWF Advisory Services
Los Angeles,
California
| – | -$311K | -5,768 | Closed |
|
107
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$47.1K | -874 | Closed |
|
|
GWM
108
Geneos Wealth Management
Englewood,
Colorado
| – | -$20.8K | -386 | Closed |
|
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.