Wisdomtree US Efficient CoreNTSXETF
13F holders, Q2 2026 (June 30)113holders +7
13new positions
6sold out
1famous investor
$59.05avg. 13F price*
At the end of Q2 2026, 113 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, up 7 from Q1 2026. 13 opened new positions and 6 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($316.3M), Wealthcare Advisory Partners LLC ($60.9M) and Rational Advisors, Inc. ($43.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree US Efficient Core
- CUSIP
- 97717Y790
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $2.1M |
| Exits | 6 | $4.6M |
All 13F filers, Q1 2026 → Q2 2026: 279,377 shares bought and 1,154,929 shares sold, net −875,552 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Halbert Hargrove Global Advisors, LLC | 13.76% | Reduce -1.1% | 5,356,465 | $316.3M |
| Wealthcare Advisory Partners LLC | 1.16% | Add +4.4% | 1,031,715 | $60.9M |
| Rational Advisors, Inc. | 4.19% | Reduce -43.3% | 735,041 | $43.4M |
| OneDigital Investment Advisors LLC | 0.31% | Add +0.3% | 611,866 | $36.1M |
| Cetera Investment Advisers | 0.03% | Reduce -1.7% | 554,125 | $32.7M |
| Professional Financial Advisors, LLC | 5.29% | Add +1.9% | 518,200 | $30.6M |
| 46 Peaks LLC | 14.35% | Reduce -12.7% | 386,537 | $22.8M |
| LPL Financial LLC | 0.01% | Add +8.5% | 380,758 | $22.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.3% | 327,755 | $19.4M |
| AQR Capital Management | 0.01% | Reduce -3.7% | 244,408 | $14.4M |
| WJ Interests, LLC | 4.39% | Reduce -61.0% | 192,789 | $11.4M |
| Perennial Investment Advisors, LLC | 0.64% | Add +0.5% | 161,472 | $9.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -4.0% | 152,814 | $9.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -3.8% | 129,199 | $7.6M |
| Fermata Advisors, LLC | 1.41% | Reduce -1.5% | 117,673 | $6.9M |
| Regions Financial Corp. | 0.03% | Add +1978.2% | 96,117 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Add +31.4% | 92,185 | $5.4M |
| Bravias Capital Group, LLC | 3.10% | Add +3.0% | 88,453 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +10.1% | 83,404 | $4.9M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.8% | 80,821 | $4.8M |
| Morgan Stanley | 0.00% | Add +0.9% | 70,390 | $4.2M |
| CIBC Bancorp USA Inc. | 0.00% | Add +15.6% | 64,423 | $3.8M |
| RHS Financial, LLC | 1.25% | Add +4.3% | 52,514 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 49,934 | $2.9M |
| Leading Edge Financial Planning LLC | 0.46% | Add +9.8% | 43,755 | $2.6M |
| Insight Wealth Strategies, LLC | 0.22% | Add +3.9% | 39,051 | $2.3M |
| Morton Capital Management LLC | 0.27% | Add +0.3% | 33,148 | $2.0M |
| Golden State Wealth Management, LLC | 0.15% | Reduce -5.0% | 27,944 | $1.7M |
| Ausdal Financial Partners, Inc. | 0.06% | Reduce -13.4% | 24,970 | $1.5M |
| Innova Wealth Partners | 0.57% | Add +1.6% | 23,169 | $1.4M |
| Herold Advisors, Inc. | 0.27% | Reduce -4.2% | 23,000 | $1.4M |
| Sierra Capital LLC | 0.12% | No change | 21,439 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 20,888 | $1.2M |
| Howard Bailey Securities, LLC | 0.44% | Reduce -17.0% | 19,882 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.0% | 18,972 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.0% | 18,170 | $1.1M |
| XY Planning Network, Inc. | 0.13% | Add +3.0% | 18,033 | $1.1M |
| Wright Wealth LLC | 0.63% | Reduce -0.7% | 17,718 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 15,714 | $928K |
| United Advisor Group, LLC | 0.10% | Add +7.0% | 15,457 | $913K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.3% | 14,641 | $865K |
| Bison Wealth, LLC | 0.08% | Reduce -3.5% | 14,391 | $854K |
| Accurate Wealth Management, LLC | 0.08% | Reduce -30.2% | 13,950 | $827K |
| ORBA Wealth Advisors, L.L.C. | 0.70% | Reduce -19.4% | 13,923 | $822K |
| Corient Private Wealth LP | 0.00% | No change | 13,900 | $821K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -9.5% | 13,397 | $791K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -0.8% | 13,119 | $775K |
| Merit Financial Group, LLC | 0.00% | Add +0.3% | 12,845 | $758K |
| Frontier Asset Management, LLC | 0.13% | Reduce -6.9% | 12,216 | $721K |
| NDWM LLC | 0.41% | Reduce -0.8% | 11,849 | $700K |
| ACT Advisors, LLC. | 0.22% | Reduce -27.0% | 11,447 | $676K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 10,608 | $626K |
| Western Wealth Management, LLC | 0.02% | Add +0.0% | 10,275 | $607K |
| Wedmont Private Capital | 0.02% | No change | 10,054 | $596K |
| REAP Financial Group, LLC | 0.10% | Reduce -29.6% | 9,944 | $587K |
| Avion Wealth | 0.11% | No change | 9,783 | $577K |
| Inspire Advisors, LLC | 0.04% | Reduce -1.7% | 9,148 | $540K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.7% | 8,860 | $523K |
| AE Wealth Management LLC | 0.00% | Reduce -8.4% | 8,514 | $503K |
| Mercer Global Advisors Inc. | 0.00% | No change | 7,804 | $461K |
| Astra Wealth Partners LLC | 0.26% | No change | 7,800 | $461K |
| Quantinno Capital Management LP | 0.00% | Reduce -38.0% | 6,519 | $385K |
| Wells Fargo & Company | 0.00% | Add +819.5% | 5,517 | $326K |
| Royal Bank of Canada | 0.00% | Reduce -1.4% | 5,284 | $312K |
| Creative Planning | 0.00% | Reduce -12.0% | 5,174 | $306K |
| Barnes Wealth Management Group, Inc | 0.14% | Add +1.3% | 5,102 | $301K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 5,059 | $299K |
| IHT Wealth Management, LLC | 0.01% | Reduce -57.9% | 5,040 | $298K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -20.8% | 4,820 | $285K |
| Kensington Investment Counsel, LLC | 0.12% | New | 4,766 | $281K |
| TopTier Wealth Management, LLC | 0.17% | Reduce -2.1% | 4,747 | $280K |
| McCartney Wealth Management LLC | 0.21% | Add +2.2% | 4,691 | $277K |
| Prospera Financial Services Inc | 0.00% | New | 4,524 | $267K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +10.4% | 4,522 | $267K |
| Perigon Wealth Management, LLC | 0.00% | Add +7.8% | 4,517 | $267K |
| Balentine LLC | 0.01% | New | 4,465 | $264K |
| Team Financial Group, LLC | 0.11% | Add +0.6% | 4,313 | $255K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +143.6% | 4,234 | $250K |
| Private Trust Co. NA | 0.02% | No change | 4,151 | $245K |
| Vise Technologies, Inc. | 0.00% | New | 4,110 | $243K |
| Traynor Capital Management, Inc. | 0.01% | New | 3,887 | $230K |
| Magnolia Private Wealth, LLC | 0.12% | No change | 3,839 | $227K |
| Captrust Financial Advisors | 0.00% | Reduce -15.7% | 3,760 | $222K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 3,715 | $219K |
| Worth Asset Management, LLC | 0.07% | New | 3,623 | $214K |
| Tounjian Advisory Partners, LLC | 0.09% | New | 3,561 | $210K |
| Global Retirement Partners, LLC | 0.00% | — | 3,357 | $198K |
| IFG Advisory, LLC | 0.01% | New | 2,913 | $172K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +87.6% | 2,904 | $171K |
| Synergy Investment Management, LLC | 0.03% | Reduce -19.0% | 2,121 | $125K |
| Mather Group, Llc. | 0.00% | Add +3.4% | 1,509 | $89K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,355 | $80K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,333 | $79K |
| Chapman Financial Group, LLC | 0.04% | No change | 1,000 | $59K |
| Costello Asset Management, INC | 0.02% | No change | 900 | $53K |
| Farther Finance Advisors, LLC | 0.00% | Add +51.1% | 745 | $44K |
| Evolution Wealth Management Inc. | 0.02% | No change | 623 | $37K |
| Vanguard Advisers Inc. | 0.00% | No change | 589 | $35K |
| Wellington-Altus USA Inc. | 0.02% | No change | 595 | $31K |
| Frazier Financial Advisors, LLC | 0.01% | No change | 439 | $26K |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.