NTSX
WisdomTree U.S. Efficient Core Fund
Capital-efficient 90/60 portfolio using 90% US equities + Treasury futures overlay for 60% bond exposure — effectively 1.5x leverage on a 60/40 portfolio. Popular among Bogleheads for tax-efficient leverage.
TER
0.20%
AUM
$1.5B
Holdings
~500
Data Range
— → —
Key Facts
ISIN
US97717X8091
Issuer
WisdomTree
Benchmark
60/40 US Stocks/Bonds (capital-efficient)
Total Expense Ratio (TER)
0.20%
Assets Under Management
$1.5B approx.
Inception Date
2018-08-02
Domicile
United States
Legal Structure
Open-Ended Fund
Dividend Policy
Distributing (pays dividends)
Replication Method
Physical (Full Replication)
UCITS Status
✗ Not UCITS
Fund Currency
USD
Primary Exchange
NYSE Arca
Number of Holdings
~500
Who Is This ETF For?
✓General portfolio building block for the asset class it covers.
Key Risks to Consider
• Non-UCITS: may have unfavorable tax treatment for non-US investors (US estate tax, withholding tax).
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Data & Methodology
Metadata sourced from official issuer documentation. Price data from Yahoo Finance (monthly adjusted close, includes reinvested dividends and splits). AUM figures are approximate and updated quarterly.
Data source: Yahoo Finance (adjusted close), WisdomTree (metadata)Last verified: 2026-04-21