WisdomTree US Efficient Core Fund
NTSX

$47

0.23%

Market Cap: $1.18B

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

4% more capital invested

Capital invested by funds: $654M [Q1] → $682M (+$27.2M) [Q2]

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

0% more funds holding

Funds holding: 72 [Q1] → 72 (+0) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 5 [Q1] → 5 (+0) [Q2]

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

1.08% less ownership

Funds ownership: 64.17% [Q1] → 63.09% (-1.08%) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for NTSX.

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Financial journalist opinion

NTSX: With Inflation Normalizing, This Leveraged Bond/Equity ETF Is A Buy

NTSX is a leveraged balanced ETF. It has exposure to 90% equities, 60% treasuries. Leverage is gained through futures. NTSX tends to outperform, but sees significant losses and underperformance during periods of higher inflation.

NTSX: With Inflation Normalizing, This Leveraged Bond/Equity ETF Is A Buy

NTSX: Multi-Asset ETF Beating Its Peers

WisdomTree U.S. Efficient Core Fund ETF implements a 60/40 equity-bond allocation with a 1.5 leverage factor. NTSX holds stocks for the equity part and leverages its portfolio thanks to Treasury futures. NTSX's performance looks great compared to other multi-asset ETFs, but it slightly underperforms expectations based on the leverage factor.

NTSX: Multi-Asset ETF Beating Its Peers

NTSX: Stock-Bond Correlation Suggests Caution, But Reason For Optimism Ahead

Equities and fixed income have been moving in tandem as inflation fears cast doubt on whether there will be any Fed rate cuts in 2024. The WisdomTree U.S. Efficient Core Fund ETF offers potential benefits for index investors when Treasury securities offset moves in the stock market, but we aren't seeing that today. NTSX has produced strong risk-adjusted returns in the past and offers tax advantages for investors, but recalcitrant inflation negates the ETF's diversification benefit for now.

NTSX: Stock-Bond Correlation Suggests Caution, But Reason For Optimism Ahead

NTSX: A Leveraged Stock/Treasury Fund Mix

The WisdomTree U.S. Efficient Core Fund ETF (NTSX) is an active core allocation product that blends stocks with Treasuries. NTSX primarily invests in large-cap U.S. equity securities and U.S. Treasury futures contracts, implementing an active management strategy. The fund offers diversified exposure, capital efficiency through leverage, and risk management, but also carries risks and dependence on quantitative models.

NTSX: A Leveraged Stock/Treasury Fund Mix

Investing in an Inverted World

By Bradley Krom, U.S. Head of Research The potential for stubborn inflation, a higher-for-longer policy from the Federal Reserve and structural $1 trillion deficits have all contributed to an abnormal shape in the U.S. Treasury curve. In this piece we look to other periods of curve inversion and conclude that inverted yield curves are generally not an impediment to equity returns.

Investing in an Inverted World

NTSX: Treasury Fund, Strong Returns And Performance Track-Record

WisdomTree U.S. Efficient Core Fund ETF is a leveraged balanced fund that focuses on equities and treasuries. Investing in both equities and treasuries reduces portfolio risk and volatility while boosting risk-adjusted returns. NTSX has generally strong returns with below-average risk, although it may underperform during periods of significant inflation.

NTSX: Treasury Fund, Strong Returns And Performance Track-Record

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