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NTSX

WisdomTree U.S. Efficient Core Fund

The WisdomTree U.S. Efficient Core Fund is an exchange-traded fund (ETF) that aims to provide a balance of risk and reward for diversified, equity-focused investors. This fund is an actively managed ETF, meaning it does not seek to track the performance of an index but rather make its own investment decision. Though it does maintain a considerable allocation in the United States stock market as its name suggests, it also invests in U.S. treasury futures contracts. It integrates an active rebalancing strategy within its structure, allowing it to be adaptive and responsive to various market conditions. This ETF uses a methodical approach in adopting a quantitative-based investment model. This results in broad exposure to large-cap US stocks, fostering comprehensive diversification within the portfolio thanks to the U.S. Treasury pocket. Regardless, all investors must evaluate their individual financial goals and risk appetites before including this ETF within their portfolio allocation.

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API
PerformanceDec 31, 2025 - Jul 28, 2026
-8%-6%-4%-2%0%2%4%6%8%10%JANMARMAYJUL
Historic performance
NTSX
1W
-0.81%
1M
-0.79%
3M
+3.37%
6M
+5.32%
YTD
+6.66%
1Y
+15.36%
3Y
+59.28%
5Y
+47.87%
Performance indicators
Indicators
3Y5Y
Perf./Volatility
Sortino
Excess return
Beta
Treynor ratio
Information ratio
Yearly performance
30%20%10%0%-10%-20%-30%
202120222023202420252026
Annualized Return and Risk
Join for free to unlock
Monthly performance
Month
JANFEBMARAPRMAYJUNJULAUGSEPOCTNOVDEC
202620252024202320222021

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