WisdomTree U.S. Efficient Core Fund
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- WisdomTree U.S. Efficient Core Fund (NTSX) is an actively managed exchange-traded fund that seeks total return through investment in a representative basket of large-capitalization U.S. equity securities, generally weighted by market capitalization, and U.S. Treasury futures contracts to provide 60% notional fixed income exposure alongside 90% equity allocation for enhanced capital efficiency and potentially lower volatility. The fund offers investors exposure to U.S. equities with bond futures diversification, boosting asset allocation efficiency for non-core investments and overlay strategies correlated to common benchmarks; it maintains approximately 507 holdings, a gross expense ratio of 0.20%, and total assets under management of around $1.23 billion as of mid-2025. Launched on August 2, 2018, and domiciled in the United States, NTSX trades on the NYSE Arca exchange and targets institutional and individual investors seeking balanced U.S. core equity strategies. Originally named the WisdomTree 90/60 U.S. Balanced Fund, it was rebranded as part of the WisdomTree Efficient Core suite in 2022 alongside the launches of the International Efficient Core Fund (NTSI) and Emerging Markets Efficient Core Fund (NTSE), expanding the family's coverage of global equity markets with Treasury futures overlays. The fund operates within the asset allocation and capital efficient ETF segment of the financial services industry, serving financial professionals, advisors, and retail investors through major platforms. NTSX is issued by WisdomTree Trust and managed by WisdomTree Investments, Inc., a global ETF sponsor and index developer founded in 1985 and headquartered at 250 West 34th Street in New York, New York, with additional offices in London, Toronto, and San Francisco to support international operations. WisdomTree Investments, which oversees NTSX as one of its diverse ETP offerings, completed the acquisition of Ceres Partners, LLC in October 2025, adding $1.85 billion in U.S. farmland assets under management and marking its entry into private markets focused on real assets like farmland, solar leasing, AI data infrastructure, and water rights. This strategic move, announced in July 2025, enhances WisdomTree's platform for income-generating, inflation-hedged alternatives uncorrelated to public equities and bonds.