Vault-13

WISDOMTREE TR NTSX

US EFFICIENT COR · ETP · CUSIP 97717Y790

113 institutional holders +6 vs Q1 2026
12,138,33712.1m shares reported held*
$716.8mreported value*
13 new 38 added 41 reduced 6 sold out net sold ≈ $50.5m (-854.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($12.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.05.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 73Q4 22: 74Q1 23: 71Q2 23: 66Q3 23: 66Q4 23: 75Q1 24: 75Q2 24: 75Q3 24: 77Q4 24: 89Q1 25: 91Q2 25: 99Q3 25: 95Q4 25: 103Q1 26: 107Q2 26: 113113Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202273
Q4 202274
Q1 202371
Q2 202366
Q3 202366
Q4 202375
Q1 202475
Q2 202475
Q3 202477
Q4 202489
Q1 202591
Q2 202599
Q3 202595
Q4 2025103
Q1 2026107
Q2 2026113

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 24: 30 bought or addedQ3 24: 37 cut or sold outQ4 24: 34 bought or addedQ4 24: 36 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 41 cut or sold outQ2 25: 45 bought or addedQ2 25: 44 cut or sold outQ2 25Q3 25: 37 bought or addedQ3 25: 52 cut or sold outQ4 25: 42 bought or addedQ4 25: 36 cut or sold outQ4 25Q1 26: 53 bought or addedQ1 26: 47 cut or sold outQ2 26: 51 bought or addedQ2 26: 47 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243037
Q4 20243436
Q1 20254441
Q2 20254544
Q3 20253752
Q4 20254236
Q1 20265347
Q2 20265147

Biggest buyers

REGIONS FINANCIAL CORP Added +91,492+91.5k
Wealthcare Advisory Partners LLC Added +43,624+43.6k
LPL Financial LLC Added +29,783+29.8k
JPMORGAN CHASE & CO Added +22,049+22.0k
Cambridge Investment Research Advisors, Inc. Added +20,890+20.9k
Professional Financial Advisors, LLC Added +9,843+9.8k
CIBC Bancorp USA Inc. Added +8,668+8.7k
OSAIC HOLDINGS, INC. Added +7,646+7.6k
WELLS FARGO & COMPANY/MN Added +4,917+4.9k
Kensington Investment Counsel, LLC New +4,766+4.8k

Biggest sellers

RATIONAL ADVISORS, INC. Reduced -561,532-561.5k
WJ Interests, LLC Reduced -301,213-301.2k
Independent Advisor Alliance Sold out -74,814-74.8k
HALBERT HARGROVE GLOBAL ADVISORS, LLC Reduced -60,631-60.6k
46 Peaks LLC Reduced -56,451-56.5k
Cetera Investment Advisers Reduced -9,633-9.6k
AQR CAPITAL MANAGEMENT LLC Reduced -9,438-9.4k
IHT Wealth Management, LLC Reduced -6,935-6.9k
BNP PARIBAS FINANCIAL MARKETS Reduced -6,445-6.4k
Accurate Wealth Management, LLC Reduced -6,045-6.0k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
HALBERT HARGROVE GLOBAL ADVISORS, LLC 13G · institution new · filed 2026-03-12 24.5% new 5.7m≈ $336.8m 2026-03-12

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 HALBERT HARGROVE GLOBAL ADVISORS, LLC 13.76% of their portfolio LONG BEACH, CA 5,356,4655.4m $316.3m $316.3m 13.76% Reduced -60.6k -60,631
2 Wealthcare Advisory Partners LLC 1.16% of their portfolio WEST CHESTER, PA 1,031,7151.0m $60.9m $60.9m 1.16% Added +43.6k +43,624
3 RATIONAL ADVISORS, INC. 3.98% of their portfolio San Juan, PR 735,041735.0k $43.4m $43.4m 3.98% Reduced -561.5k -561,532
4 OneDigital Investment Advisors LLC 0.31% of their portfolio OVERLAND PARK, KS 611,866611.9k $36.1m $36.1m 0.31% Added +1.9k +1,886
5 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 554,125554.1k $32.7m $32.7m 0.03% Reduced -9.6k -9,633
6 Professional Financial Advisors, LLC 5.29% of their portfolio NORTH PLATTE, NE 518,200518.2k $30.6m $30.6m 5.29% Added +9.8k +9,843
7 46 Peaks LLC 14.35% of their portfolio NEWTOWN, PA 386,537386.5k $22.8m $22.8m 14.35% Reduced -56.5k -56,451
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 380,758380.8k $22.5m $22.5m 0.01% Added +29.8k +29,783
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 327,755327.8k $19.4m $19.4m 0.03% Added +4.3k +4,309
10 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 244,408244.4k $14.4m $14.4m 0.01% Reduced -9.4k -9,438
11 WJ Interests, LLC 4.39% of their portfolio SUGAR LAND, TX 192,789192.8k $11.4m $11.4m 4.39% Reduced -301.2k -301,213
12 Perennial Investment Advisors, LLC 0.64% of their portfolio Los Angeles, CA 161,472161.5k $9.5m $9.5m 0.64% Added +867 +867
13 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 152,814152.8k $9.0m $9.0m 0.00% Reduced -6.4k -6,445
14 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 129,199129.2k $7.6m $7.6m 0.02% Reduced -5.0k -5,035
15 Fermata Advisors, LLC 1.41% of their portfolio SONOMA, CA 117,673117.7k $6.9m $6.9m 1.41% Reduced -1.8k -1,822
16 REGIONS FINANCIAL CORP 0.03% of their portfolio BIRMINGHAM, AL 96,11796.1k $5.7m $5.7m 0.03% Added +91.5k +91,492
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 92,18592.2k $5.4m $5.4m 0.00% Added +22.0k +22,049
18 Bravias Capital Group, LLC 3.10% of their portfolio ISELIN, NJ 88,45388.5k $5.2m $5.2m 3.10% Added +2.6k +2,557
19 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 83,40483.4k $4.9m $4.9m 0.01% Added +7.6k +7,646
20 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 80,82180.8k $4.8m $4.8m 0.02% Reduced -4.0k -4,034
21 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 70,39070.4k $4.2m $4.2m 0.00% Added +645 +645
22 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 64,42364.4k $3.8m $3.8m 0.00% Added +8.7k +8,668
23 RHS Financial, LLC 1.25% of their portfolio SAN FRANCISCO, CA 52,51452.5k $3.1m $3.1m 1.25% Added +2.2k +2,165
24 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 49,93449.9k $2.9m $2.9m 0.00% Reduced -522 -522
25 Leading Edge Financial Planning LLC 0.46% of their portfolio KNOXVILLE, TN 43,75543.8k $2.6m $2.6m 0.46% Added +3.9k +3,902
26 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 41,77641.8k $2.5m $2.5m 0.00% Added +20.9k +20,890
27 Insight Wealth Strategies, LLC 0.22% of their portfolio SAN RAMON, CA 39,05139.1k $2.3m $2.3m 0.22% Added +1.5k +1,482
28 Morton Capital Management LLC/CA 0.27% of their portfolio CALABASAS, CA 33,14833.1k $2.0m $2.0m 0.27% Added +90 +90
29 Golden State Wealth Management, LLC 0.15% of their portfolio SANTA ANA, CA 27,94427.9k $1.7m $1.7m 0.15% Reduced -1.5k -1,460
30 Ausdal Financial Partners, Inc. 0.06% of their portfolio Davenport, IA 24,97025.0k $1.5m $1.5m 0.06% Reduced -3.9k -3,872
31 Innova Wealth Partners 0.57% of their portfolio NEWTOWN, PA 23,16923.2k $1.4m $1.4m 0.57% Added +362 +362
32 Herold Advisors, Inc. 0.27% of their portfolio New York, NY 23,00023.0k $1.4m $1.4m 0.27% Reduced -1.0k -1,000
33 Sierra Capital LLC 0.12% of their portfolio MIAMI, FL 21,43921.4k $1.3m $1.3m 0.12% Unchanged
34 HOWARD BAILEY SECURITIES, LLC 0.44% of their portfolio FORT WAYNE, IN 19,88219.9k $1.2m $1.2m 0.44% Reduced -4.1k -4,084
35 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 18,97219.0k $1.1m $1.1m 0.04% Reduced -200 -200
36 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,17018.2k $1.1m $1.1m 0.00% Reduced -951 -951
37 XY Planning Network, Inc. 0.13% of their portfolio BOZEMAN, MT 18,03318.0k $1.1m $1.1m 0.13% Added +518 +518
38 Wright Wealth LLC 0.63% of their portfolio ATLANTA, GA 17,71817.7k $1.0m $1.0m 0.63% Reduced -131 -131
39 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,71415.7k $927.9k $927.9k 0.00% Reduced -465 -465
40 United Advisor Group, LLC 0.10% of their portfolio CINCINNATI, OH 15,45715.5k $912.7k $912.7k 0.10% Added +1.0k +1,004
41 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 14,64114.6k $864.6k $864.6k 0.00% Reduced -1.9k -1,867
42 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 14,39114.4k $854.5k $854.5k 0.08% Reduced -527 -527
43 Accurate Wealth Management, LLC 0.08% of their portfolio WESLEY CHAPEL, FL 13,95013.9k $826.7k $826.7k 0.08% Reduced -6.0k -6,045
44 ORBA Wealth Advisors, L.L.C. 0.70% of their portfolio CHICAGO, IL 13,92313.9k $822.2k $822.2k 0.70% Reduced -3.4k -3,361
45 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 13,90013.9k $820.8k $820.8k 0.00% Unchanged
46 WealthPlan Investment Management, LLC 0.04% of their portfolio OMAHA, NE 13,39713.4k $791.1k $791.1k 0.04% Reduced -1.4k -1,410
47 Quotient Wealth Partners, LLC 0.02% of their portfolio DALLAS, TX 13,11913.1k $774.7k $774.7k 0.02% Reduced -103 -103
48 Merit Financial Group, LLC 0.00% of their portfolio ALPHARETTA, GA 12,84512.8k $758.5k $758.5k 0.00% Added +35 +35
49 Frontier Asset Management, LLC 0.13% of their portfolio SHERIDAN, WY 12,21612.2k $721.4k $721.4k 0.13% Reduced -902 -902
50 NDWM LLC 0.41% of their portfolio LA JOLLA, CA 11,84911.8k $699.7k $699.7k 0.41% Reduced -99 -99
51 ACT Advisors, LLC. 0.22% of their portfolio ASHEVILLE, NC 11,44711.4k $675.9k $675.9k 0.22% Reduced -4.2k -4,233
52 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 10,60810.6k $626.4k $626.4k 0.01% Added +47 +47
53 Western Wealth Management, LLC 0.02% of their portfolio GOLDEN, CO 10,27510.3k $606.8k $606.8k 0.02% Added +4 +4
54 Wedmont Private Capital 0.02% of their portfolio WEST CHESTER, PA 10,05410.1k $595.8k $595.8k 0.02% Unchanged
55 REAP Financial Group, LLC 0.10% of their portfolio AUSTIN, TX 9,9449.9k $587.2k $587.2k 0.10% Reduced -4.2k -4,181
56 Avion Wealth 0.11% of their portfolio THE WOODLANDS, TX 9,7839.8k $577.0k $577.0k 0.11% Unchanged
57 Inspire Advisors, LLC 0.04% of their portfolio Meridian, ID 9,1489.1k $540.2k $540.2k 0.04% Reduced -159 -159
58 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 8,8608.9k $523.0k $523.0k 0.00% Added +65 +65
59 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 8,5148.5k $502.8k $502.8k 0.00% Reduced -779 -779
60 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,8047.8k $460.8k $460.8k 0.00% Unchanged
61 Astra Wealth Partners LLC 0.26% of their portfolio JERSEY CITY, NJ 7,8007.8k $460.6k $460.6k 0.26% Unchanged
62 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 6,5196.5k $384.9k $384.9k 0.00% Reduced -4.0k -3,990
63 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 5,5175.5k $325.8k $325.8k 0.00% Added +4.9k +4,917
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,2845.3k $312.0k $312.0k 0.00% Reduced -73 -73
65 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 5,1745.2k $305.5k $305.5k 0.00% Reduced -707 -707
66 Barnes Wealth Management Group, Inc 0.14% of their portfolio Bakersfield, CA 5,1025.1k $301.3k $301.3k 0.14% Added +67 +67
67 J.W. COLE ADVISORS, INC. 0.01% of their portfolio TAMPA, FL 5,0595.1k $298.8k $298.8k 0.01% Added +11 +11
68 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 5,0405.0k $297.6k $297.6k 0.01% Reduced -6.9k -6,935
69 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,8254.8k $284.6k $284.6k 0.00% Reduced -1.3k -1,257
70 Kensington Investment Counsel, LLC 0.12% of their portfolio LONG BEACH, CA 4,7664.8k $281.4k $281.4k 0.12% New
71 TopTier Wealth Management, LLC 0.17% of their portfolio MUSKEGO, WI 4,7474.7k $280.3k $280.3k 0.17% Reduced -102 -102
72 McCartney Wealth Management LLC 0.21% of their portfolio CLAYTON, MO 4,6914.7k $277.0k $277.0k 0.21% Added +100 +100
73 Prospera Financial Services Inc 0.00% of their portfolio Dallas, TX 4,5244.5k $267.1k $267.1k 0.00% New
74 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% of their portfolio AUSTIN, TX 4,5224.5k $267.0k $267.0k 0.00% Added +425 +425
75 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,5174.5k $266.8k $266.8k 0.00% Added +328 +328
76 Balentine LLC 0.01% of their portfolio ATLANTA, GA 4,4654.5k $263.6k $263.6k 0.01% New
77 Team Financial Group, LLC 0.11% of their portfolio TEMECULA, CA 4,3134.3k $254.7k $254.7k 0.11% Added +24 +24
78 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 4,2344.2k $250.0k $250.0k 0.00% Added +2.5k +2,496
79 PRIVATE TRUST CO NA 0.02% of their portfolio CLEVELAND, OH 4,1514.2k $245.1k $245.1k 0.02% Unchanged
80 Vise Technologies, Inc. 0.00% of their portfolio NEW YORK, NY 4,1104.1k $242.7k $242.7k 0.00% New
81 Traynor Capital Management, Inc. 0.01% of their portfolio MALVERN, PA 3,8873.9k $229.5k $229.5k 0.01% New
82 Magnolia Private Wealth, LLC 0.12% of their portfolio PHILADELPHIA, PA 3,8393.8k $226.7k $226.7k 0.12% Unchanged
83 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 3,7603.8k $222.0k $222.0k 0.00% Reduced -700 -700
84 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 3,7153.7k $219.4k $219.4k 0.01% New
85 Worth Asset Management, LLC 0.07% of their portfolio DALLAS, TX 3,6233.6k $213.9k $213.9k 0.07% New
86 TOUNJIAN ADVISORY PARTNERS, LLC 0.09% of their portfolio FORT MYERS, FL 3,5613.6k $210.2k $210.2k 0.09% New
87 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 3,3573.4k $198.2k $198.2k 0.00% First filing
88 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 2,9132.9k $172.0k $172.0k 0.01% New
89 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 2,9042.9k $171.5k $171.5k 0.00% Added +1.4k +1,356
90 Synergy Investment Management, LLC 0.03% of their portfolio ALTAMONTE SPRINGS, FL 2,1212.1k $125.3k $125.3k 0.03% Reduced -498 -498
91 MATHER GROUP, LLC. 0.00% of their portfolio CHICAGO, IL 1,5091.5k $89.1k $89.1k 0.00% Added +50 +50
92 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 1,3551.4k $79.7k $79.7k 0.00% Unchanged
93 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 1,3331.3k $78.7k $78.7k 0.00% Unchanged
94 CHAPMAN FINANCIAL GROUP, LLC 0.04% of their portfolio KAILUA, HI 1,0001.0k $59.0k $59.0k 0.04% Unchanged
95 Costello Asset Management, INC 0.02% of their portfolio FEASTERVILLE, PA 900900 $53.1k $53.1k 0.02% Unchanged
96 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 745745 $44.0k $44.0k 0.00% Added +252 +252
97 EVOLUTION WEALTH MANAGEMENT INC. 0.02% of their portfolio FORT MYERS, FL 623623 $36.8k $36.8k 0.02% Unchanged
98 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 589589 $34.8k $34.8k 0.00% Unchanged
99 Frazier Financial Advisors, LLC 0.01% of their portfolio COLUMBUS, OH 439439 $25.9k $25.9k 0.01% Unchanged
100 AMERIFLEX GROUP, INC. 0.01% of their portfolio LAS VEGAS, NV 414414 $24.4k $24.4k 0.01% New