NTSD - ETF AI Analysis
Top Page
WisdomTree Efficient U.S. Plus International Equity Fund (NTSD)
Rating:67Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The fund has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Leading Technology and Growth Holdings
Top positions in well-known technology and growth companies like Nvidia, Apple, Alphabet, Amazon, Broadcom, Eli Lilly, and Micron have generally contributed positively to returns.
Broad Sector Diversification
Holdings spread across technology, financials, communication services, health care, consumer sectors, and more help reduce the impact of weakness in any single industry.
Negative Factors
High U.S. Concentration
With the vast majority of assets in U.S. stocks and very little abroad, investors get limited diversification outside the U.S. market.
Heavy Tilt Toward Technology
A large allocation to technology means the fund could be more sensitive to downturns in that sector.
Mixed Performance Among Top Holdings
Some major positions like Microsoft, Meta, and Berkshire Hathaway have shown weaker or negative performance recently, which can offset gains from stronger names.
NTSD vs. SPDR S&P 500 ETF (SPY)
AUM49.37M
RegionGlobal
Expense Ratio0.35%
Beta1.33
IssuerWisdomTree
Inception DateMar 19, 2026
Dividend Yield0.34%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,675
30 Day Avg. Volume10,356
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
55.95Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering503
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
NTSD Summary
The WisdomTree Efficient U.S. Plus International Equity Fund (NTSD) is an actively managed ETF that mainly invests in large U.S. companies while also getting extra stock exposure from markets outside the U.S. using futures. It leans heavily toward technology and other major sectors, with well-known holdings like Apple and Nvidia. Someone might consider NTSD if they want a simple way to own many big U.S. stocks plus some international exposure for long-term growth and diversification. A key risk is that it is heavily tilted toward large tech-related companies, so its value can rise and fall sharply with the stock market and tech sector.
How much will it cost me?This ETF has an annual expense ratio of 0.35%, which means you’ll pay about $3.50 per year for every $1,000 you invest. That’s higher than the cost of many simple index ETFs, mainly because this fund is actively managed and uses a more complex strategy that blends U.S. stocks with international exposure through futures.
What would affect this ETF?This ETF could benefit if large U.S. technology and communication companies like Nvidia, Apple, Microsoft, Alphabet, and Amazon keep growing, if global stock markets remain strong, and if interest rates stabilize or fall, which often supports big growth companies. On the other hand, it could be hurt by a downturn in tech stocks, higher interest rates that pressure growth valuations, global economic slowdowns that weigh on international markets, or new regulations targeting large tech and financial firms.
NTSD Top 10 Holdings
NTSD’s story is largely a Big Tech and AI tale, with Nvidia, Apple, Microsoft, and Amazon doing most of the heavy lifting. Nvidia and Micron are the clear engines, riding the AI wave and giving the fund a strong tech tilt, while Apple and Microsoft have stayed generally steady to rising. On the flip side, Alphabet and Broadcom have been losing a bit of altitude lately, tempering overall gains. With a heavy U.S. large-cap focus and international exposure layered in via futures, the fund is global on paper but very much U.S. tech at heart.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.32% | $3.67M | $5.42T | 25.85% | 76 Outperform | |
| Apple | 6.75% | $3.38M | $4.98T | 33.00% | 79 Outperform | |
| Alphabet Class A | 5.42% | $2.72M | $4.19T | 40.44% | 85 Outperform | |
| Microsoft | 4.99% | $2.50M | $3.83T | -1.04% | 79 Outperform | |
| Amazon | 3.36% | $1.68M | $2.69T | 10.79% | 71 Outperform | |
| Meta Platforms | 2.44% | $1.22M | $1.91T | -3.74% | 76 Outperform | |
| Broadcom | 2.03% | $1.02M | $1.68T | 6.61% | 76 Outperform | |
| Micron | 1.52% | $761.93K | $1.22T | 543.06% | 79 Outperform | |
| Eli Lilly & Co | 1.51% | $757.41K | $1.11T | 63.08% | 72 Outperform | |
| Tesla | 1.43% | $718.54K | $1.47T | -19.35% | 73 Outperform |
NTSD Technical Analysis
Negative
―
Price Trends
47.41
Negative
46.46
Positive
Market Momentum
-0.07
Positive
45.00
Neutral
22.97
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NTSD, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 47.38, equal to the 50-day MA of 47.41, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.07 indicates Positive momentum. The RSI at 45.00 is Neutral, neither overbought nor oversold. The STOCH value of 22.97 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for NTSD.
NTSD Peer Comparison
Comparison Results
Performance Comparison
NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
46.88
9.23
24.52%
RCGE
RockCreek Global Equality ETF
―
―
―
BCGS
Bancreek Global Select ETF
―
―
―
OAKG
Oakmark Global Large Cap ETF
―
―
―
GPT
Intelligent Alpha Atlas ETF
―
―
―
JDIV
JPMorgan Dividend Leaders ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents