Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (NTSI)

40 + Investors. Track Smart Money conviction in NTSI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
4Q ▲
Buyers last Q
51%

Smart Money Signals — NTSI

Based on 40 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added NTSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
40 hedge funds hold NTSI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +54% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+54% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

20 buying19 selling
Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 7 → 10 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 20% medium ■ 40% new
16 out of 40 hedge funds have held NTSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

4 → 5 → 7 → 10 → 7 new funds/Q
New funds entering each quarter: 5 → 7 → 10 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 45% newcomers

■ 45% veterans ■ 10% 1-2yr ■ 45% new
Entry-cohort mix of 40 holders: 18 (45%) are 2+ year veterans, 4 entered 1–2 years ago, and 18 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
9 of 40 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NTSI

In 2026 Q2, 20 hedge funds were net buyers of NTSI (7 opened a new position, 13 added to an existing one), while 19 reduced or exited (14 trimmed, 5 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 40.

Hedge Fund Ownership: NTSI

How many hedge funds hold NTSI — quarterly history vs. share price
Quarterly hedge fund ownership of NTSI vs. share price

Market Analysis: NTSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NTSI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: NTSI
40 + Investors

Track Smart Money conviction in NTSI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 40 38 5.26%
13F Shares 8M 9M -12.07%
Total Value $376M $403M -6.86%
New Positions 7 10 -3
Increased Positions 13 14 -1
Closed Positions 5 5 -
Reduced Positions 14 9 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NTSI

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

40 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NTSI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NTSI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SYM FINANCIAL Corp 9.23% 2,462,956 $114.8M
2 46 Peaks LLC 8.07% 275,260 $12.8M
3 Halbert Hargrove Global Advisors, LLC 6.32% 3,134,042 $146.0M
4 WJ Interests, LLC 5.52% 307,311 $14.3M
5 Professional Financial Advisors, LLC 2.08% 258,504 $12.0M
6 Fermata Advisors, LLC 0.49% 51,793 $2.4M
7 Wealthcare Advisory Partners LLC 0.27% 309,093 $14.4M
8 Leading Edge Financial Planning LLC 0.23% 27,194 $1.3M
9 OneDigital Investment Advisors LLC 0.20% 505,034 $23.5M
10 Mather Group, LLC. 0.08% 193,379 $9.0M
11 WealthPlan Investment Management, LLC 0.04% 15,584 $726K
12 Alvarez & Marsal Private Wealth Partners, LLC 0.03% 5,163 $241K
13 Triumph Capital Management 0.02% 1,810 $84K
14 Inspire Advisors, LLC 0.02% 4,643 $216K
15 Regions Financial Corp 0.01% 51,958 $2.4M
16 SteelPeak Wealth, LLC 0.01% 6,638 $309K
17 Kestra Advisory Services, LLC 0.00% 25,709 $1.2M
18 Osaic Holdings, INC. 0.00% 33,639 $1.6M
19 Aqr Capital Management LLC 0.00% 67,887 $3.2M
20 Commonwealth Equity Services, LLC 0.00% 18,732 $873K
21 LPL Financial LLC 0.00% 80,359 $3.7M
22 NewEdge Advisors, LLC 0.00% 4,879 $227K
23 Integrated Wealth Concepts LLC 0.00% 2,143 $100K
24 Jane Street Group, LLC 0.00% 68,347 $3.2M
25 Jpmorgan Chase & Co 0.00% 77,473 $3.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Wisdomtree Tr (NTSI)

What does the Smart Money Trend signal show for NTSI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added NTSI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NTSI?

Slight buying edge — 51% buying: Last quarter: 20 funds bought or added vs 19 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NTSI holders?

Smaller funds dominant — 4% AUM from top-100: 9 of 40 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NTSI?

40% of holders stayed for 2+ years: 16 out of 40 hedge funds have held NTSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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