NTSX — WisdomTree U.S. Efficient Core Fund

Strategy

The fund typically allocates about 90% to equities and uses Treasury futures to add duration without fully funding a second cash bond allocation. That can maintain high equity participation while introducing a bond sleeve.

Implementation relies on futures collateral and roll execution, so results versus a separately funded stock/bond portfolio can diverge through time even when headline exposures look similar.

Holdings

Manager and Issuer Pedigree

WisdomTree built its brand on fundamentally weighted and capital-efficient ETFs well before many copycat implementations. The same derivatives-and-collateral framework underpins its Efficient Core and related stacked sleeves.

WisdomTree has reported roughly $143B+ in global ETP and tokenized AUM (late-2025 disclosures), giving institutional futures and collateral infrastructure while still operating as a specialist versus the largest index houses.

Outperformance

Outperforms when U.S. equities rise while Treasury duration is neutral-to-helpful, or when growth shocks lift bonds enough to partially cushion equity volatility.

Underperforms when equities and duration lose together in inflationary repricing environments where both sleeves face drawdown pressure.

Similar ETFs

Top US portfolios that hold NTSX

Official sources

Use the issuer and regulatory documents below to verify current holdings, fees, exposure, and risk disclosures.

WisdomTree (NTSX)

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Beta and MER may not be accurate.
Educational content only; not investment advice. Past performance does not guarantee future results.