NTSD - ETF AI Analysis
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WisdomTree Efficient U.S. Plus International Equity Fund (NTSD)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains so far this year and over the past month, showing positive momentum.
Leading Growth Companies in Top Holdings
Several major positions like Nvidia, Alphabet, Amazon, Broadcom, Meta, Walmart, and others have shown strong or steady performance, helping support the fund’s returns.
Broad Sector Diversification
Holdings spread across technology, communication services, financials, consumer sectors, health care, and more help reduce the impact if any single industry struggles.
Negative Factors
Heavy Tilt Toward Technology
A large share of the portfolio is in technology stocks, which can make the fund more sensitive to swings in that sector.
Concentration in a Few Mega-Cap Stocks
A small group of big names like Nvidia, Alphabet, Apple, Microsoft, and Amazon make up a significant portion of the fund, increasing reliance on their performance.
Mixed Results Among Top Holdings
Some key positions such as Apple, Microsoft, Tesla, and Berkshire Hathaway have shown weaker or negative performance, which can drag on overall returns if that continues.
NTSD vs. SPDR S&P 500 ETF (SPY)
AUM27.14M
RegionGlobal
Expense Ratio0.35%
Beta1.33
IssuerWisdomTree
Inception DateMar 19, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume59,338
30 Day Avg. Volume25,750
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
49.79Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering485
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, well-known U.S. companies while also adding some international stock exposure through futures. Its biggest holdings include familiar names like Nvidia, Apple, Microsoft, and Amazon, and it leans heavily toward technology and other major sectors of the U.S. market. Someone might consider NTSD for a simple way to get broad stock diversification and long-term growth potential in one fund. However, it can go up and down with the stock market and is especially influenced by large U.S. tech companies.
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 is leaning heavily on Big Tech, with Nvidia, Alphabet, Apple, Microsoft, Amazon, and Broadcom forming the engine under the hood. Nvidia and Broadcom are doing the heavy lifting as AI demand keeps their shares rising, while Amazon and Alphabet add steady momentum. Apple is more of a steady cruiser than a rocket right now, and Microsoft’s recent softness means it’s no longer pulling quite as hard. Despite its global mandate, the top holdings are U.S. giants, so the fund’s story is really about American tech leadership with a global twist.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.24% | $1.96M | $4.82T | 74.38% | 76 Outperform | |
| Alphabet Class A | 6.77% | $1.83M | $4.62T | 133.39% | 85 Outperform | |
| Apple | 6.14% | $1.66M | $4.06T | 39.19% | 79 Outperform | |
| Microsoft | 4.49% | $1.21M | $3.07T | -5.17% | 79 Outperform | |
| Amazon | 4.08% | $1.10M | $2.93T | 45.99% | 71 Outperform | |
| Broadcom | 2.68% | $724.71K | $1.97T | 107.50% | 76 Outperform | |
| Meta Platforms | 2.19% | $593.32K | $1.55T | 1.86% | 76 Outperform | |
| Tesla | 1.69% | $457.67K | $1.47T | 40.05% | 73 Outperform | |
| Walmart | 1.49% | $402.07K | $1.04T | 31.21% | 78 Outperform | |
| Berkshire Hathaway B | 1.47% | $396.84K | $1.01T | -8.52% | 66 Neutral |
NTSD Technical Analysis
Positive
―
Price Trends
Market Momentum
1.37
Negative
61.80
Neutral
74.54
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For NTSD, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 42.45, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of 1.37 indicates Negative momentum. The RSI at 61.80 is Neutral, neither overbought nor oversold. The STOCH value of 74.54 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for NTSD.
NTSD Peer Comparison
Comparison Results
Performance Comparison
NTSD
WisdomTree Efficient U.S. Plus International Equity Fund
42.93
5.15
13.63%
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: ―
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