WISDOMTREE US EFFICIENT CORE (NTSX) Institutional Shareholders
WISDOMTREE US EFFICIENT CORE (NTSX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $771.77M in NTSX holdings during the latest filing period.
Halbert Hargrove Global Advisors, Llc is currently the largest disclosed institutional shareholder of NTSX tracked by InsiderSet, reporting ownership valued at approximately $316.30M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $313.25M, representing an estimated loss of -0.97% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 84% of the total disclosed NTSX value among the investors covered in this analysis. Major shareholders include Halbert Hargrove Global Advisors, Llc, Cwm, Llc, Wealthcare Advisory Partners Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US EFFICIENT CORE (NTSX).
This page ranks the largest institutional NTSX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
106
Total Reported Value
$771.77M
Largest Holder
Halbert Hargrove Global Advisors, Llc
Largest Position
$316.30M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
117
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, Llc | 13.76% | 5,356,465 | $316,299,256 | $313,246,073 | -$3,053,183 | -0.97% | |
| Cwm, Llc | 0.19% | 1,410,617 | $73,563,652 | $82,492,882 | +$8,929,230 | +12.14% | |
| Wealthcare Advisory Partners Llc | 1.16% | 1,031,715 | $60,922,798 | $60,334,693 | -$588,105 | -0.97% | |
| Rational Advisors, Inc. | 3.98% | 735,041 | $43,404,171 | $42,985,198 | -$418,973 | -0.97% | |
| Onedigital Investment Advisors Llc | 0.31% | 609,980 | $31,810,467 | $35,671,630 | +$3,861,163 | +12.14% | |
| Professional Financial Advisors, Llc | 5.29% | 518,200 | $30,599,686 | $30,304,336 | -$295,350 | -0.97% | |
| Cetera Investment Advisers | 0.03% | 563,758 | $29,399,958 | $32,968,568 | +$3,568,610 | +12.14% | |
| 46 Peaks Llc | 16.82% | 442,988 | $23,101,824 | $25,905,938 | +$2,804,114 | +12.14% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 327,755 | $19,423,760 | $19,167,112 | -$256,648 | -1.32% | |
| Lpl Financial Llc | 0.00% | 350,975 | $18,303,356 | $20,525,018 | +$2,221,662 | +12.14% | |
| Aqr Capital Management Llc | 0.01% | 253,846 | $13,238,069 | $14,844,914 | +$1,606,845 | +12.14% | |
| Wj Interests, Llc | 4.39% | 192,789 | $11,384,190 | $11,274,301 | -$109,889 | -0.97% | |
| Perennial Investment Advisors, Llc | 0.67% | 160,605 | $8,375,673 | $9,392,180 | +$1,016,507 | +12.14% | |
| Bnp Paribas Financial Markets | 0.01% | 159,259 | $8,305,357 | $9,313,466 | +$1,008,109 | +12.14% | |
| Kestra Advisory Services, Llc | 0.02% | 129,199 | $7,629,216 | $7,555,558 | -$73,658 | -0.97% | |
| Fermata Advisors, Llc | 1.41% | 117,673 | $6,948,598 | $6,881,517 | -$67,081 | -0.97% | |
| Bravias Capital Group, Llc | 3.10% | 88,453 | $5,223,173 | $5,172,731 | -$50,442 | -0.97% | |
| Private Advisor Group, Llc | 0.02% | 80,821 | $4,772,476 | $4,726,412 | -$46,064 | -0.97% | |
| Osaic Holdings, Inc. | 0.01% | 75,758 | $3,950,738 | $4,430,328 | +$479,590 | +12.14% | |
| Independent Advisor Alliance | 0.04% | 74,814 | $3,901,549 | $4,375,123 | +$473,574 | +12.14% | |
| Morgan Stanley | 0.00% | 69,745 | $3,637,208 | $4,078,688 | +$441,480 | +12.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 49,934 | $2,948,630 | $2,920,140 | -$28,490 | -0.97% | |
| Cibc Bancorp Usa Inc. | 0.00% | 55,755 | $2,907,623 | $3,260,552 | +$352,929 | +12.14% | |
| Rhs Financial, Llc | 1.24% | 50,349 | $2,625,677 | $2,944,410 | +$318,733 | +12.14% | |
| Insight Wealth Strategies, Llc | 0.22% | 39,051 | $2,300,893 | $2,283,702 | -$17,191 | -0.75% | |
| Leading Edge Financial Planning Llc | 0.44% | 39,853 | $2,078,341 | $2,330,603 | +$252,262 | +12.14% | |
| Morton Capital Management Llc/Ca | 0.27% | 33,148 | $1,957,391 | $1,938,495 | -$18,896 | -0.97% | |
| Golden State Wealth Management, Llc | 0.15% | 27,944 | $1,650,146 | $1,634,165 | -$15,981 | -0.97% | |
| Ausdal Financial Partners, Inc. | 0.07% | 28,842 | $1,504,116 | $1,686,680 | +$182,564 | +12.14% | |
| Innova Wealth Partners | 0.57% | 23,169 | $1,368,139 | $1,354,923 | -$13,216 | -0.97% | |
| Herold Advisors, Inc. | 0.27% | 23,000 | $1,357,000 | $1,345,040 | -$11,960 | -0.88% | |
| Howard Bailey Securities, Llc | 0.51% | 23,966 | $1,249,827 | $1,401,532 | +$151,705 | +12.14% | |
| Belpointe Asset Management Llc | 0.04% | 18,972 | $1,120,297 | $1,109,483 | -$10,814 | -0.97% | |
| Xy Planning Network, Inc. | 0.13% | 18,033 | $1,064,849 | $1,054,570 | -$10,279 | -0.97% | |
| Wright Wealth Llc | 0.63% | 17,718 | $1,046,248 | $1,036,149 | -$10,099 | -0.97% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,121 | $997,164 | $1,118,196 | +$121,032 | +12.14% | |
| United Advisor Group, Llc | 0.10% | 15,457 | $912,724 | $903,925 | -$8,799 | -0.96% | |
| Bison Wealth, Llc | 0.08% | 14,391 | $854,489 | $841,586 | -$12,903 | -1.51% | |
| Envestnet Asset Management Inc | 0.00% | 16,179 | $843,736 | $946,148 | +$102,412 | +12.14% | |
| Accurate Wealth Management, Llc | 0.08% | 13,950 | $826,719 | $815,796 | -$10,923 | -1.32% | |
| Orba Wealth Advisors, L.L.C. | 0.70% | 13,923 | $822,157 | $814,217 | -$7,940 | -0.97% | |
| Wealthplan Investment Management, Llc | 0.04% | 13,397 | $791,101 | $783,457 | -$7,644 | -0.97% | |
| Sunbelt Securities, Inc. | 0.05% | 14,733 | $768,350 | $861,586 | +$93,236 | +12.13% | |
| Merit Financial Group, Llc | 0.00% | 12,845 | $758,478 | $751,176 | -$7,302 | -0.96% | |
| Reap Financial Group, Llc | 0.15% | 14,125 | $736,619 | $826,030 | +$89,411 | +12.14% | |
| Corient Private Wealth Llc | 0.00% | 13,900 | $724,885 | $812,872 | +$87,987 | +12.14% | |
| Ndwm Llc | 0.41% | 11,849 | $699,692 | $692,930 | -$6,762 | -0.97% | |
| Quotient Wealth Partners, Llc | 0.02% | 13,222 | $689,527 | $773,223 | +$83,696 | +12.14% | |
| Frontier Asset Management, Llc | 0.14% | 13,118 | $684,089 | $767,141 | +$83,052 | +12.14% | |
| Act Advisors, Llc. | 0.22% | 11,447 | $675,946 | $669,421 | -$6,525 | -0.97% |
Frequently asked questions about NTSX
Who owns the most NTSX stock?
The largest holders of NTSX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US EFFICIENT CORE (NTSX).
Is NTSX widely held by superinvestors?
Many widely followed stocks like NTSX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly NTSX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.