Wisdomtree Tr (NTSI): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Wisdomtree Tr (NTSI) following the 2026 Q1 hedge fund 13F filings?

As of today, NTSI has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), NTSI gained +7.5% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Wisdomtree Tr (NTSI)

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

Smart Money Signals — NTSI

Based on 38 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

38 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 — +46% more funds vs a year ago

fund count last 6Q

+12 new funds entered over the past year (+46% 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.

🟢

More buyers than sellers — 63% buying

24 buying14 selling

Last quarter: 24 funds were net buyers (10 opened a brand new position + 14 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~10 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 4 → 5 → 7 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 18% medium ■ 34% new

18 out of 38 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 — ~10 new funds/quarter

3 → 4 → 5 → 7 → 10 new funds/Q

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

🏛️

Veteran-anchored — 53% veterans vs 39% newcomers

■ 53% veterans ■ 8% 1-2yr ■ 39% new

Entry-cohort mix of 38 holders: 20 (53%) are 2+ year veterans, 3 entered 1–2 years ago, and 15 (39%) 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 38 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.

4.4

out of 10

Moderate Exit Risk

Exit risk score 4.4/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	37	33	12.12%
13F Shares	9M	10M	-8.12%
Total Value	$403M	$452M	-10.86%
New Positions	9	7	+2
Increased Positions	14	15	-1
Closed Positions	5	5	-
Reduced Positions	9	6	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

12.12%

13F Shares

10M

-8.12%

Total Value

$403M

$452M

-10.86%

New Positions

Increased Positions

-1

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

37 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 NTSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	WJ Interests, LLC	11.61%	686,660	$30.2M
2	SYM FINANCIAL Corp	10.73%	2,441,302	$107.4M
3	46 Peaks LLC	9.02%	281,364	$12.4M
4	Halbert Hargrove Global Advisors, LLC	6.63%	3,120,693	$137.3M
5	Professional Financial Advisors, LLC	2.13%	237,783	$10.5M
6	Fermata Advisors, LLC	0.53%	53,236	$2.3M
7	Wealthcare Advisory Partners LLC	0.25%	297,439	$13.1M
8	Leading Edge Financial Planning LLC	0.23%	24,298	$1.1M
9	OneDigital Investment Advisors LLC	0.22%	505,718	$22.3M
10	Cwm, LLC	0.10%	906,989	$39.9M
11	WealthPlan Investment Management, LLC	0.05%	19,980	$879K
12	Mather Group, LLC.	0.03%	70,109	$3.1M
13	Accurate Wealth Management, LLC	0.03%	4,599	$211K
14	Inspire Advisors, LLC	0.02%	4,771	$210K
15	Triumph Capital Management	0.02%	1,676	$74K
16	IHT Wealth Management, LLC	0.01%	14,327	$631K
17	Cardiff Park Advisors, LLC	0.01%	2,860	$126K
18	SteelPeak Wealth, LLC	0.01%	6,220	$274K
19	Kestra Advisory Services, LLC	0.00%	26,348	$1.2M
20	Osaic Holdings, INC.	0.00%	29,700	$1.3M
21	Aqr Capital Management LLC	0.00%	61,895	$2.7M
22	Commonwealth Equity Services, LLC	0.00%	18,881	$831K
23	LPL Financial LLC	0.00%	71,869	$3.2M
24	Jane Street Group, LLC	0.00%	117,341	$5.2M
25	Susquehanna International Group, LLP	0.00%	123,964	$5.5M

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 — 3 quarters in a row: For 3 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?

More buyers than sellers — 63% buying: Last quarter: 24 funds were net buyers (10 opened a brand new position + 14 added to an existing one). Only 14 were sellers (9 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NTSI holders?

Smaller funds dominant — 4% AUM from top-100: 9 of 38 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?

47% of holders stayed for 2+ years: 18 out of 38 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.

Is it too late to buy Wisdomtree Tr (NTSI) following the 2026 Q1 hedge fund 13F filings?

As of today, NTSI has moved +3.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +3.4%. Since the quarter end (March 31, 2026), NTSI has gained +7.5% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Wisdomtree Tr (NTSI)

Smart Money Signals — NTSI

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +46% more funds vs a year ago

More buyers than sellers — 63% buying

Steady new buyers — ~10 new funds per quarter

47% of holders stayed for 2+ years

Steady discovery — ~10 new funds/quarter

Veteran-anchored — 53% veterans vs 39% newcomers

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — NTSI

Hedge Fund Ownership: NTSI

Market Analysis: NTSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: NTSI

Is It Too Late to Buy Wisdomtree Tr (NTSI) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: NTSI

Statistics: NTSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wisdomtree Tr (NTSI)

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