Wisdomtree US Efficient CoreNTSXETF
13F holders, Q1 2026 (March 31)106holders +2
14new positions
10sold out
1famous investor
$52.28avg. 13F price*
At the end of Q1 2026, 106 institutions reported holding Wisdomtree US Efficient Core (NTSX) in their 13F filings, up 2 from Q4 2025. 14 opened new positions and 10 sold out. The largest holders were Halbert Hargrove Global Advisors, LLC ($282.5M), Cwm, LLC ($73.6M) and Rational Advisors, Inc. ($69.3M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.2M |
| Exits | 10 | $3.4M |
All 13F filers, Q4 2025 → Q1 2026: 1,091,615 shares bought and 435,771 shares sold, net +655,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 106 holders
| Halbert Hargrove Global Advisors, LLC | 13.73% | Reduce -0.4% | 5,417,096 | $282.5M |
| Cwm, LLC | 0.19% | Add +2.3% | 1,410,617 | $73.6M |
| Rational Advisors, Inc. | 7.54% | Add +100.7% | 1,296,573 | $69.3M |
| Wealthcare Advisory Partners LLC | 1.00% | Add +5.9% | 988,091 | $51.5M |
| OneDigital Investment Advisors LLC | 0.31% | Reduce -13.2% | 609,980 | $31.8M |
| Cetera Investment Advisers | 0.03% | Add +0.3% | 563,758 | $29.4M |
| Professional Financial Advisors, LLC | 5.40% | Add +4.1% | 508,357 | $26.5M |
| WJ Interests, LLC | 9.89% | Add +6.5% | 494,002 | $25.8M |
| 46 Peaks LLC | 16.82% | Add +3.4% | 442,988 | $23.1M |
| LPL Financial LLC | 0.00% | Add +4.8% | 350,975 | $18.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -32.3% | 323,446 | $17.0M |
| AQR Capital Management | 0.01% | Add +4.4% | 253,846 | $13.2M |
| Perennial Investment Advisors, LLC | 0.67% | Reduce -0.4% | 160,605 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -13.5% | 159,259 | $8.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +62.1% | 134,234 | $7.0M |
| Fermata Advisors, LLC | 1.40% | Reduce -3.5% | 119,495 | $6.2M |
| Bravias Capital Group, LLC | 2.93% | Reduce -18.1% | 85,896 | $4.5M |
| Private Advisor Group, LLC | 0.02% | Add +5.3% | 84,855 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +11.1% | 75,758 | $4.0M |
| Independent Advisor Alliance | 0.04% | New | 74,814 | $3.9M |
| Morgan Stanley | 0.00% | Reduce -12.4% | 69,745 | $3.6M |
| JPMorgan Chase & Co. | 0.00% | Add +42.0% | 70,136 | $3.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 55,755 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 50,456 | $2.6M |
| RHS Financial, LLC | 1.24% | Reduce -3.9% | 50,349 | $2.6M |
| Leading Edge Financial Planning LLC | 0.44% | Add +6.1% | 39,853 | $2.1M |
| Insight Wealth Strategies, LLC | 0.22% | Add +2.7% | 37,569 | $2.0M |
| Morton Capital Management LLC | 0.26% | Add +0.3% | 33,058 | $1.7M |
| Golden State Wealth Management, LLC | 0.17% | Add +7.0% | 29,404 | $1.5M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +4.1% | 28,842 | $1.5M |
| Herold Advisors, Inc. | 0.27% | Reduce -4.0% | 24,000 | $1.3M |
| Howard Bailey Securities, LLC | 0.51% | Reduce -0.5% | 23,966 | $1.2M |
| Innova Wealth Partners | 0.57% | Reduce -1.0% | 22,807 | $1.2M |
| Sierra Capital LLC | 0.12% | No change | 21,439 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -2.1% | 20,886 | $1.1M |
| Accurate Wealth Management, LLC | 0.13% | Reduce -9.0% | 19,995 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -4.5% | 19,172 | $1000K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.2% | 19,121 | $997K |
| Wright Wealth LLC | 0.62% | Reduce -23.6% | 17,849 | $931K |
| XY Planning Network, Inc. | 0.15% | New | 17,515 | $917K |
| ORBA Wealth Advisors, L.L.C. | 1.07% | Reduce -16.0% | 17,284 | $901K |
| Bison Wealth, LLC | 0.09% | Reduce -5.3% | 14,918 | $875K |
| NewEdge Advisors, LLC | 0.00% | Reduce -37.3% | 16,508 | $861K |
| Envestnet Asset Management Inc. | 0.00% | New | 16,179 | $844K |
| ACT Advisors, LLC. | 0.35% | Reduce -2.7% | 15,680 | $818K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -19.2% | 14,807 | $772K |
| Sunbelt Securities, Inc. | 0.05% | Add +0.2% | 14,733 | $768K |
| United Advisor Group, LLC | 0.09% | Add +16.4% | 14,453 | $754K |
| REAP Financial Group, LLC | 0.15% | Reduce -14.4% | 14,125 | $737K |
| Corient Private Wealth LP | 0.00% | No change | 13,900 | $725K |
| Quotient Wealth Partners, LLC | 0.02% | New | 13,222 | $690K |
| Frontier Asset Management, LLC | 0.14% | Add +47.0% | 13,118 | $684K |
| Merit Financial Group, LLC | 0.01% | Add +0.3% | 12,810 | $668K |
| IHT Wealth Management, LLC | 0.01% | Add +0.7% | 11,975 | $624K |
| NDWM LLC | 0.40% | Reduce -2.9% | 11,948 | $623K |
| Harbour Investments, Inc. | 0.01% | Add +48.3% | 10,561 | $551K |
| Quantinno Capital Management LP | 0.00% | Add +0.6% | 10,509 | $548K |
| Wedmont Private Capital | 0.02% | No change | 10,054 | $542K |
| Western Wealth Management, LLC | 0.02% | Reduce -6.7% | 10,271 | $536K |
| Avion Wealth | 0.11% | No change | 9,783 | $510K |
| Inspire Advisors, LLC | 0.04% | New | 9,307 | $485K |
| AE Wealth Management LLC | 0.00% | Add +12.0% | 9,293 | $485K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.7% | 8,795 | $459K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.8% | 7,804 | $407K |
| Astra Wealth Partners LLC | 0.26% | No change | 7,800 | $407K |
| Integrated Wealth Concepts LLC | 0.00% | New | 6,082 | $317K |
| Creative Planning | 0.00% | New | 5,881 | $307K |
| Royal Bank of Canada | 0.00% | Add +2.2% | 5,357 | $279K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -27.0% | 5,048 | $263K |
| Barnes Wealth Management Group, Inc | 0.13% | Reduce -37.6% | 5,035 | $263K |
| TopTier Wealth Management, LLC | 0.16% | Add +0.3% | 4,849 | $253K |
| Regions Financial Corp. | 0.00% | New | 4,625 | $241K |
| McCartney Wealth Management LLC | 0.20% | Add +0.9% | 4,591 | $239K |
| Captrust Financial Advisors | 0.00% | Reduce -21.7% | 4,460 | $233K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,395 | $229K |
| Team Financial Group, LLC | 0.10% | Add +7.3% | 4,289 | $224K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -6.2% | 4,189 | $218K |
| Private Trust Co. NA | 0.02% | Add +7.8% | 4,151 | $216K |
| Strategic Blueprint, LLC | 0.01% | Add +2.1% | 4,131 | $215K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 4,097 | $214K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 4,042 | $211K |
| Magnolia Private Wealth, LLC | 0.13% | Reduce -7.9% | 3,839 | $200K |
| Synergy Investment Management, LLC | 0.04% | New | 2,619 | $137K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.3% | 1,738 | $91K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.1% | 1,548 | $81K |
| Mather Group, Llc. | 0.00% | New | 1,459 | $76K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,333 | $70K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,355 | $69K |
| Chapman Financial Group, LLC | 0.04% | No change | 1,000 | $52K |
| Costello Asset Management, INC | 0.02% | No change | 900 | $47K |
| Wellington-Altus USA Inc. | 0.02% | No change | 595 | $35K |
| Evolution Wealth Management Inc. | 0.02% | No change | 623 | $32K |
| Wells Fargo & Company | 0.00% | New | 600 | $31K |
| Vanguard Advisers Inc. | 0.00% | — | 589 | $31K |
| Hilton Head Capital Partners, LLC | 0.02% | No change | 564 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -81.0% | 493 | $26K |
| SYM FINANCIAL Corp | 0.00% | Add +0.2% | 473 | $25K |
| Frazier Financial Advisors, LLC | 0.01% | Add +527.1% | 439 | $23K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 405 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 227 | $12K |
"% of holder's portfolio" is NTSX's weight in each manager's 13F, not the share of Wisdomtree US Efficient Core the manager owns.