NTSI — WISDOMTREE TR
As of Q2 2026, 6 SEC-registered investment managers reported holding NTSI (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $9.28M across 198.96K shares. That is +116.6% by share count (+107.10K shares) versus the previous quarter, while reported value moved +129.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 2 added to existing stakes, 2 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co history | 77.47K | $3.62M | 0.00% | New |
| AQR Capital Management history | 67.89K | $3.16M | 0.00% | Add |
| Citadel Advisors history | 29.60K | $1.38M | 0.00% | New |
| Goldman Sachs Group history | 22.99K | $1.07M | 0.00% | Reduce |
| Morgan Stanley history | 981 | $45.75K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 26 | $1.21K | 0.00% | Add |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 61.90K | $2.72M | 0.00% | Reduce |
| Goldman Sachs Group history | 28.81K | $1.27M | 0.00% | New |
| Morgan Stanley history | 1.14K | $50.32K | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 3 | $132 | 0.00% | New |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 64.53K | $2.85M | 0.00% | Add |
| JPMorgan Chase & Co history | 49.82K | $2.20M | 0.00% | Add |
| Morgan Stanley history | 1.15K | $50.49K | 0.00% | Reduce |
Q3 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 55.86K | $2.39M | 0.00% | Add |
| JPMorgan Chase & Co history | 12.70K | $542.88K | 0.00% | New |
| Goldman Sachs Group history | 6.41K | $274.03K | 0.00% | New |
| Morgan Stanley history | 3.29K | $140.48K | 0.00% | Reduce |
| UBS Group AG history | 737 | $31.51K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1 | $43 | 0.00% | Reduce |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 55.20K | $2.26M | 0.00% | Reduce |
| Morgan Stanley history | 6.47K | $265.41K | 0.00% | Add |
| Morgan Stanley history | 6.47K | $265.41K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 67 | $2.75K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 67 | $2.75K | 0.00% | New |
Q1 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 59.12K | $2.25M | 0.00% | Add |
| UBS Group AG history | 2.51K | $95.41K | 0.00% | Add |
| Morgan Stanley history | 897 | $34.07K | 0.00% | Add |
| Morgan Stanley history | 897 | $34.07K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 77.47K sh · $3.62M
- Citadel Advisors 29.60K sh · $1.38M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co | 77.47K | — | 49.82K | 12.70K | — | — | — | 3.73K | — | — | — | — | — | — | — | — | — | — | — | — |
| AQR Capital Management | 67.89K | 61.90K | 64.53K | 55.86K | 55.20K | 59.12K | 52.59K | 57.24K | 59.67K | 46.84K | 36.76K | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 29.60K | — | — | — | — | — | — | — | 75.57K | 17.33K | 37.41K | — | 21.66K | — | — | 9.72K | 63.07K | — | — | — |
| Goldman Sachs Group | 22.99K | 28.81K | — | 6.41K | — | — | — | 20.11K | — | — | — | 6.53K | — | — | — | — | — | — | — | — |
| Morgan Stanley | 981 | 1.14K | 1.15K | 3.29K | 6.47K | 897 | 477 | 485 | 485 | 484 | 1 | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 26 | 3 | — | 1 | 67 | — | 1 | 1 | 1 | — | — | 9 | 1 | 12 | 1 | 17 | 3.63K | — | — | 1 |
| UBS Group AG | — | — | — | 737 | — | 2.51K | 269 | — | 25 | — | 475 | — | 400 | — | 518 | 569 | 551 | 1.63K | 1.05K | 61 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details