Latest Period
Q2 2026
Security Snapshot
WisdomTree Trust - US EFFICIENT COR (NTSX) Institutional Ownership
CUSIP: 97717Y790
13F Institutional Holders and Ownership History from Q3 2018 to Q2 2026
Institutions Reporting
112
Shares (Excl. Options)
12,334,809
Price
$59.05
Save this security page for your next review
Keep this CUSIP in your watchlists so you can revisit quarter changes from one place. If you create an account from here, we will bring you back after verification.
- Security type / class
- Equity / US EFFICIENT COR
- Symbol
- NTSX
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 12,334,809
- Total 13F value
- $728,422,788
- Portfolio coverage rank
- 0.01%
- Share change
- -867,097
- Value change
- -$50,600,383
- Number of holders
- 112
- Shares outstanding
- 23,281,204
- SEC-reported price per share
- $58.47
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- NTSX - WisdomTree Trust - US EFFICIENT COR is tracked under CUSIP 97717Y790.
- 112 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 105 to 112 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $764,993,174 to $728,422,788.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 112 institutions filings for Q2 2026.
Security key
97717Y790
Latest holder period
Q2 2026
13F holders
112
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 97717Y790:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
NTSX
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 24% | $312,117,134 | 5,703,895 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 31 Jan 2023 |
As of 30 Jun 2026, 112 institutional investors reported holding 12,334,809 shares of WisdomTree Trust - US EFFICIENT COR (NTSX). This represents 53% of the company’s total 23,281,204 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
50%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 23% | 5,356,465 | -1.1% | 14% | $316,299,256 |
| Wealthcare Advisory Partners LLC | 4.4% | 1,031,715 | +4.4% | 1.2% | $60,922,798 |
| RATIONAL ADVISORS, INC. | 3.2% | 735,041 | -43% | 4% | $43,404,171 |
| OneDigital Investment Advisors LLC | 2.6% | 611,866 | +0.31% | 0.31% | $36,130,688 |
| Cetera Investment Advisers | 2.4% | 554,125 | -1.7% | 0.03% | $32,721,037 |
| Professional Financial Advisors, LLC | 2.2% | 518,200 | +1.9% | 5.3% | $30,599,686 |
| 46 Peaks LLC | 1.7% | 386,537 | -13% | 14% | $22,825,014 |
| LPL Financial LLC | 1.6% | 380,758 | +8.5% | 0.01% | $22,483,760 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.4% | 327,755 | +1.3% | 0.03% | $19,423,760 |
| AQR CAPITAL MANAGEMENT LLC | 1% | 244,408 | -3.7% | 0.01% | $14,432,278 |
| WJ Interests, LLC | 0.83% | 192,789 | -61% | 4.4% | $11,384,190 |
| Perennial Investment Advisors, LLC | 0.69% | 161,472 | +0.54% | 0.64% | $9,534,805 |
| BNP PARIBAS FINANCIAL MARKETS | 0.66% | 152,814 | 0% | 0% | $9,023,667 |
| Kestra Advisory Services, LLC | 0.55% | 129,199 | -3.8% | 0.02% | $7,629,216 |
| Fermata Advisors, LLC | 0.51% | 117,673 | -1.5% | 1.4% | $6,948,598 |
| REGIONS FINANCIAL CORP | 0.41% | 96,117 | +1978% | 0.03% | $5,675,709 |
| JPMORGAN CHASE & CO | 0.4% | 92,185 | +31% | 0% | $5,424,166 |
| Bravias Capital Group, LLC | 0.38% | 88,453 | +3% | 3.1% | $5,223,173 |
| OSAIC HOLDINGS, INC. | 0.36% | 83,404 | +10% | 0.01% | $4,924,967 |
| Private Advisor Group, LLC | 0.35% | 80,821 | -4.8% | 0.02% | $4,772,476 |
| MORGAN STANLEY | 0.3% | 70,390 | +0.92% | 0% | $4,156,530 |
| CIBC Bancorp USA Inc. | 0.28% | 64,423 | +16% | 0% | $3,804,178 |
| RHS Financial, LLC | 0.23% | 52,514 | +4.3% | 1.3% | $3,100,939 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.21% | 49,934 | -1% | 0% | $2,948,630 |
| Leading Edge Financial Planning LLC | 0.19% | 43,755 | +9.8% | 0.46% | $2,583,741 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
32
Latest
Q2 2026
Rows shown
1-25 of 32
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 12,334,809 | $728,422,788 | -$50,600,383 | $59.05 | 112 |
| 2026 Q1 | 14,632,349 | $764,993,174 | +$35,563,896 | $52.15 | 105 |
| 2025 Q4 | 13,985,980 | $766,945,547 | -$27,738,781 | $54.81 | 103 |
| 2025 Q3 | 14,030,965 | $756,060,722 | -$51,326,890 | $53.92 | 94 |
| 2025 Q2 | 14,869,863 | $744,389,711 | -$3,138,743 | $50.06 | 97 |
| 2025 Q1 | 15,079,979 | $683,207,417 | -$19,641,033 | $45.31 | 90 |
| 2024 Q4 | 15,557,381 | $726,427,815 | -$13,185,541 | $46.69 | 88 |
| 2024 Q3 | 15,637,805 | $734,827,034 | -$7,992,484 | $46.99 | 76 |
| 2024 Q2 | 15,569,686 | $683,762,088 | -$1,696,331 | $43.91 | 74 |
| 2024 Q1 | 15,552,836 | $656,689,265 | -$9,608,644 | $42.23 | 74 |
| 2023 Q4 | 15,628,755 | $614,514,953 | +$2,509,628 | $39.30 | 74 |
| 2023 Q3 | 15,413,117 | $538,853,038 | +$36,371,567 | $34.96 | 65 |
| 2023 Q2 | 14,369,204 | $533,494,593 | +$52,349,793 | $37.07 | 65 |
| 2023 Q1 | 13,067,949 | $458,094,494 | -$12,181,928 | $35.06 | 67 |
| 2022 Q4 | 13,513,255 | $438,542,947 | +$22,358,670 | $32.45 | 71 |
| 2022 Q3 | 12,789,770 | $391,241,400 | +$6,173,815 | $30.58 | 69 |
| 2022 Q2 | 12,854,685 | $428,708,163 | -$24,823,013 | $33.34 | 67 |
| 2022 Q1 | 13,442,802 | $544,344,667 | +$10,628,723 | $40.52 | 67 |
| 2021 Q4 | 12,608,466 | $558,686,647 | +$111,758,558 | $44.33 | 68 |
| 2021 Q3 | 10,487,839 | $427,385,082 | +$52,524,176 | $40.74 | 47 |
| 2021 Q2 | 8,618,262 | $350,400,261 | +$12,180,012 | $40.64 | 41 |
| 2021 Q1 | 8,302,318 | $310,156,969 | +$5,431,991 | $37.33 | 36 |
| 2020 Q4 | 8,139,255 | $297,882,450 | -$4,886,573 | $36.60 | 34 |
| 2020 Q3 | 8,182,032 | $272,320,140 | +$77,677,791 | $33.28 | 26 |
| 2020 Q2 | 5,778,090 | $176,632,600 | +$85,258,057 | $30.56 | 16 |