The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
WisdomTree U.S. Efficient Core Fund NTSX
Morningstar’s Analysis NTSX
Will NTSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 54.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
2 Year Treasury Note Future June 24 | 8.02 | 120.3 Mil | Government |
Us 5yr Note (Cbt) Jun24 Xcbt 20240628 | 7.93 | 118.9 Mil | Government |
10 Year Treasury Note Future June 24 | 7.91 | 118.6 Mil | Government |
Ultra 10 Year US Treasury Note Future June 24 | 7.84 | 117.5 Mil | Government |
Us Long Bond(Cbt) Jun24 Xcbt 20240618 | 7.81 | 117.1 Mil | Government |
Microsoft Corp | 4.32 | 64.8 Mil | Technology |
Apple Inc | 3.46 | 51.8 Mil | Technology |
NVIDIA Corp | 2.94 | 44.1 Mil | Technology |
Amazon.com Inc | 2.42 | 36.3 Mil | Consumer Cyclical |
Meta Platforms Inc Class A | 1.47 | 22.0 Mil | Communication Services |