NTSX — WISDOMTREE TR
As of Q2 2026, 6 SEC-registered investment managers reported holding NTSX (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $24.34M across 412.57K shares. That is +27.3% by share count (+88.38K shares) versus the previous quarter, while reported value moved +44.0%. 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, 3 added to existing stakes, 1 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 |
|---|---|---|---|---|
| AQR Capital Management history | 244.41K | $14.43M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 92.19K | $5.42M | 0.00% | New |
| Morgan Stanley history | 70.39K | $4.16M | 0.00% | Add |
| Wells Fargo & Co history | 5.52K | $325.79K | 0.00% | Add |
| UBS Group AG history | 56 | $3.31K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 18 | $1.06K | 0.00% | Add |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 253.85K | $13.24M | 0.01% | Add |
| Morgan Stanley history | 69.75K | $3.64M | 0.00% | Reduce |
| Wells Fargo & Co history | 600 | $31.29K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 7 | $365 | 0.00% | Reduce |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 243.25K | $13.33M | 0.01% | Reduce |
| Morgan Stanley history | 79.60K | $4.36M | 0.00% | Add |
| JPMorgan Chase & Co history | 49.40K | $2.71M | 0.00% | Add |
| UBS Group AG history | 328 | $17.98K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 88 | $4.82K | 0.00% | Add |
Q3 2025 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 246.31K | $13.28M | 0.01% | Reduce |
| Morgan Stanley history | 69.66K | $3.76M | 0.00% | Add |
| JPMorgan Chase & Co history | 13.84K | $746.14K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4 | $216 | 0.00% | Reduce |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 250.41K | $12.54M | 0.01% | Reduce |
| Morgan Stanley history | 35.87K | $1.80M | 0.00% | Add |
| Morgan Stanley history | 35.87K | $1.80M | 0.00% | Add |
| Wells Fargo & Co history | 162 | $8.11K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 13 | $651 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 13 | $651 | 0.00% | Add |
Q1 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| AQR Capital Management history | 265.75K | $12.04M | 0.01% | Add |
| Morgan Stanley history | 19.49K | $883.27K | 0.00% | Add |
| Morgan Stanley history | 19.49K | $883.27K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1 | $45 | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1 | $45 | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 92.19K sh · $5.42M
- UBS Group AG 56 sh · $3.31K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AQR Capital Management | 244.41K | 253.85K | 243.25K | 246.31K | 250.41K | 265.75K | 208.85K | 177.14K | 174.48K | 140.69K | 122.88K | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | 92.19K | — | 49.40K | 13.84K | — | — | — | — | — | — | — | — | — | — | — | 906 | — | — | — | — |
| Morgan Stanley | 70.39K | 69.75K | 79.60K | 69.66K | 35.87K | 19.49K | 19.20K | 9.75K | 4.77K | 5.23K | 4.46K | 3.84K | 3.84K | 3.84K | 5.34K | 6.24K | 7.24K | 8.20K | 35.09K | 600 |
| Wells Fargo & Co | 5.52K | 600 | — | — | 162 | — | — | — | — | — | 432 | 447 | — | — | — | — | — | — | — | — |
| UBS Group AG | 56 | — | 328 | — | — | — | — | — | 1.07K | — | — | 1.36K | 202 | — | 111 | 23 | — | — | — | 1.13K |
| Fidelity Management & Research (FMR) | 18 | 7 | 88 | 4 | 13 | 1 | 7 | 2 | 3 | 2 | 104 | 12 | 3 | 46 | 6 | 39 | 4 | 5 | 14 | 12 |
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.07K | 45.37K | — | 7.75K | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 23.82K |
| Millennium Management | — | — | — | — | — | — | — | — | — | — | — | — | — | 9.68K | — | — | 26.73K | — | — | — |
▲ 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