Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (NTSX)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — NTSX

Based on 96 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NTSX 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
96 hedge funds hold NTSX 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 — +22% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+22% 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 — 56% buying

45 buying36 selling
Last quarter: 45 funds bought or added vs 36 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new NTSX position: 15 → 15 → 8 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 27% medium ■ 22% new
49 out of 96 hedge funds have held NTSX 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.
📊

Peak discovery — momentum slowing

16 → 15 → 15 → 8 → 14 new funds/Q
New funds entering each quarter: 15 → 15 → 8 → 14. NTSX is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 47% of holders stayed 2+ years

■ 47% veterans ■ 21% 1-2yr ■ 32% new
Of 96 current holders: 45 (47%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 5% AUM from top-100

5% from top-100 AUM funds
8 of 96 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Hedge Fund Ownership: NTSX

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

Market Analysis: NTSX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NTSX

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 3 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: NTSX
2026 Q1 Stats Unlock in 17 days 96 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 96 87 10.34%
13F Shares 14M 14M 0.67%
Total Value $760M $742M 2.45%
New Positions 14 8 +6
Increased Positions 31 29 +2
Closed Positions 5 14 -9
Reduced Positions 31 37 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: NTSX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

96 + investors

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

Top 25 institutional holders of NTSX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 46 Peaks LLC 16.82% 442,988 $23.1M
2 HALBERT HARGROVE GLOBAL ADVISORS, LLC 13.63% 5,417,096 $282.5M
3 WJ Interests, LLC 9.89% 494,002 $25.8M
4 Professional Financial Advisors, LLC 5.40% 508,357 $26.5M
5 Bravias Capital Group, LLC 2.93% 85,896 $4.5M
6 Fermata Advisors, LLC 1.40% 119,495 $6.2M
7 RHS Financial, LLC 1.24% 50,349 $2.6M
8 ORBA Wealth Advisors, L.L.C. 1.07% 17,284 $901K
9 Wealthcare Advisory Partners LLC 1.00% 988,091 $51.5M
10 Innova Wealth Partners 0.56% 22,807 $1.2M
11 HOWARD BAILEY SECURITIES, LLC 0.51% 23,966 $1.2M
12 NDWM LLC 0.40% 11,948 $623K
13 ACT Advisors, LLC. 0.35% 15,680 $818K
14 Morton Capital Management LLC/CA 0.26% 33,058 $1.7M
15 Insight Wealth Strategies, LLC 0.22% 37,569 $2.0M
16 Golden State Wealth Management, LLC 0.17% 29,404 $1.5M
17 XY Planning Network, Inc. 0.15% 17,515 $917K
18 Magnolia Private Wealth, LLC 0.13% 3,839 $200K
19 Accurate Wealth Management, LLC 0.13% 19,995 $1.1M
20 Avion Wealth 0.11% 9,783 —
21 United Advisor Group, LLC 0.09% 14,453 $754K
22 WealthPlan Investment Management, LLC 0.04% 14,807 $772K
23 Belpointe Asset Management LLC 0.04% 19,172 $1000K
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% 323,446 $17.0M
25 Kestra Advisory Services, LLC 0.03% 134,234 $7.0M
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 (NTSX)

What does the Smart Money Trend signal show for NTSX?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NTSX 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 NTSX?

Slight buying edge — 56% buying: Last quarter: 45 funds bought or added vs 36 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 NTSX holders?

Smaller funds dominant — 5% AUM from top-100: 8 of 96 holders rank in the top 100 by AUM, but together hold only 5% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held NTSX?

51% of holders stayed for 2+ years: 49 out of 96 hedge funds have held NTSX 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.