Who Owns WisdomTree U.S. Efficient Core Fund (NTSX)?Hedge Fund & Institutional Holders

$53.10-0.18 (-0.34%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+13 / -6

Price History

$40.73$44.52$48.30$52.08$55.87Sep 24Jun 25Mar 26

NTSX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Professional Financial Advisors, LLCNew Position+488K+$26.8B
WJ Interests, LLCNew Position+464K+$25.4B
Bravias Capital Group, LLCNew Position+105K+$5.7B
CIBC WORLD MARKETS CORPNew Position+64K+$3.0B
RHS Financial, LLCNew Position+52K+$2.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+51K+$2.0B
Morton Capital Management LLC/CANew Position+33K+$1.8B
Perennial Investment Advisors, LLCIncreased+30K+$1.8B
Golden State Wealth Management, LLCNew Position+27K+$1.5B
HOWARD BAILEY SECURITIES, LLCNew Position+24K+$1.3B
JPMORGAN CHASE & COIncreased+36K+$1.3B
Accurate Wealth Management, LLCNew Position+22K+$1.2B
ORBA Wealth Advisors, L.L.C.New Position+21K+$1.1B
Belpointe Asset Management LLCNew Position+20K+$1.1B
WealthPlan Investment Management, LLCNew Position+18K+$1.0B

NTSX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
OSAIC HOLDINGS, INC.Decreased-253K-$13.7B
CIBC Bancorp USA Inc.Closed Position-67K-$3.6B
OLD MISSION CAPITAL LLCClosed Position-32K-$1.7B
NWF Advisory Services Inc.Closed Position-36K-$1.6B
Ausdal Financial Partners, Inc.Decreased-900-$1.5B
AQR CAPITAL MANAGEMENT LLCDecreased-3K-$1.3B
Barnes Wealth Management Group, IncClosed Position-7K-$385.6M
Private Advisor Group, LLCDecreased-215-$356.2M
Integrated Wealth Concepts LLCClosed Position-6K-$349.7M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-875-$47.3M
CIBC Private Wealth Group LLCClosed Position-874-$47.1M
Herold Advisors, Inc.Decreased-1K-$31.9M
Sunbelt Securities, Inc.Decreased-722-$26.0M
IFP Advisors, IncDecreased-1-$21.8M
ACT Advisors, LLC.Decreased-492-$13.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Wealthcare Advisory Partners LLC932,701$51.1B1.00%Share
2OneDigital Investment Advisors LLC702,670$38.0B0.37%Share
3Professional Financial Advisors, LLC488,331$26.8B5.47%Share
4WJ Interests, LLC463,805$25.4B10.94%Share
5AQR CAPITAL MANAGEMENT LLC232,229$12.0B0.01%Share
6Perennial Investment Advisors, LLC161,290$8.8B0.70%Share
7Fermata Advisors, LLC123,765$6.8B1.63%Share
8Bravias Capital Group, LLC104,845$5.7B3.47%Share
9Private Advisor Group, LLC80,575$4.0B0.02%Share
10OSAIC HOLDINGS, INC.64,896$3.0B0.00%Share
11CIBC WORLD MARKETS CORP64,467$3.0B0.01%Share
12RHS Financial, LLC52,410$2.9B1.40%Share
13Leading Edge Financial Planning LLC37,547$2.1B0.47%Share
14JPMORGAN CHASE & CO48,770$2.0B0.00%Share
15COMMONWEALTH EQUITY SERVICES, LLC51,035$2.0B0.00%Share
16Morton Capital Management LLC/CA32,964$1.8B0.28%Share
17Golden State Wealth Management, LLC27,491$1.5B0.16%Share
18Herold Advisors, Inc.25,000$1.4B0.31%Share
19HOWARD BAILEY SECURITIES, LLC24,077$1.3B0.52%Share
20Innova Wealth Partners23,030$1.3B0.64%Share
21Accurate Wealth Management, LLC21,973$1.2B0.16%Share
22ORBA Wealth Advisors, L.L.C.20,568$1.1B0.98%Share
23Belpointe Asset Management LLC20,066$1.1B0.04%Share
24WealthPlan Investment Management, LLC18,318$1.0B0.06%Share
25REAP Financial Group, LLC16,495$904.0M0.18%Share
26ACT Advisors, LLC.16,108$882.0M0.35%Share
27Oregon Pacific Wealth Management, LLC15,034$824.0M0.85%Share
28Sunbelt Securities, Inc.14,709$806.0M0.05%Share
29United Advisor Group, LLC12,415$680.0M0.08%Share
30NDWM LLC12,309$674.0M0.45%Share
31Wedmont Private Capital10,054$557.0M0.02%Share
32Frontier Asset Management, LLC8,927$489.0M0.11%Share
33Astra Wealth Partners LLC7,800$427.0M0.25%Share
34J.W. COLE ADVISORS, INC.6,916$379.0M0.01%Share
35HALBERT HARGROVE GLOBAL ADVISORS, LLC5,441,149$298.2M14.16%Share
36Magnolia Private Wealth, LLC4,170$228.0M0.16%Share
37Strategic Blueprint, LLC4,045$221.0M0.01%Share
38CARDIFF PARK ADVISORS, LLC4,042$221.0M0.02%Share
39FLAGSHIP HARBOR ADVISORS, LLC4,015$220.0M0.01%Share
40Team Financial Group, LLC3,998$219.0M0.10%Share
41PRIVATE TRUST CO NA3,851$211.0M0.02%Share
42Farther Finance Advisors, LLC2,594$142.0M0.00%Share
43CWM, LLC1,378,802$75.6M0.20%Share
44CoreCap Advisors, LLC1,333$73.0M0.00%Share
45CHAPMAN FINANCIAL GROUP, LLC1,000$54.0M0.04%Share
46Costello Asset Management, INC900$49.0M0.02%Share
47RATIONAL ADVISORS, INC.646,098$35.0M3.59%Share
48Cetera Investment Advisers561,943$30.0M0.03%Share
49WEALTH ENHANCEMENT ADVISORY SERVICES, LLC477,701$26.6M0.04%Share
50LPL Financial LLC335,030$18.0M0.00%Share

NTSX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202598$214.1B+41
Q3 202557$207.8B-35
Q2 202592$600.4B+2
Q1 202590$566.7B+15
Q4 202475$1.4T+24
Q3 202451$18.1T+0
Q2 202451$6.3T+5
Q1 202446$5.3T—

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As of Q4 2025, 50 institutional investors hold NTSX (WisdomTree U.S. Efficient Core Fund). The largest holder is Wealthcare Advisory Partners LLC with $51.1B in shares. This quarter, 13 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own NTSX?

As of Q4 2025, 50 institutional investors report holding NTSX (WisdomTree U.S. Efficient Core Fund) in their 13F filings.

Who is the largest institutional holder of NTSX?

The largest institutional holder of NTSX is Wealthcare Advisory Partners LLC with $51.1B in shares.

Is institutional ownership of NTSX increasing or decreasing?

This quarter, 13 institutions opened new positions in NTSX and 6 closed their positions.