AWM
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AE Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

AE Wealth Management’s Portfolio WTMF Stock Details WTMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.9K Sell
2,191
-1,170
-35% -$45.7K ﹤0.01% 1843
2025
Q4 		$128K Buy
3,361
+1,109
+49% +$42.4K ﹤0.01% 1628
2025
Q3 		$85.3K Buy
2,252
+42
+2% +$1.53K ﹤0.01% 1606
2025
Q2 		$78K Sell
2,210
-902
-29% -$31.1K ﹤0.01% 1540
2025
Q1 		$106K Sell
3,112
-777
-20% -$27K ﹤0.01% 1428
2024
Q4 		$136K Buy
+3,889
New +$138K ﹤0.01% 1361
2024
Q2 		– Sell
-7,690
Closed -$288K – 1284
2024
Q1 		$288K Sell
7,690
-81,355
-91% -$2.92M ﹤0.01% 978
2023
Q4 		$3.1M Buy
89,045
+75,472
+556% +$2.61M 0.02% 756
2023
Q3 		$478K Sell
13,573
-770
-5% -$27K ﹤0.01% 1410
2023
Q2 		$502K Buy
14,343
+154
+1% +$5.28K ﹤0.01% 1398
2023
Q1 		$476K Buy
14,189
+671
+5% +$21.8K ﹤0.01% 1371
2022
Q4 		$426K Buy
13,518
+1,001
+8% +$33K ﹤0.01% 1372
2022
Q3 		$431K Buy
12,517
+2,094
+20% +$73K ﹤0.01% 1336
2022
Q2 		$366K Buy
10,423
+2,822
+37% +$101K ﹤0.01% 1353
2022
Q1 		$273K Buy
+7,601
New +$269K ﹤0.01% 1457

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AE Wealth Management's WTMF Position: Q1 2026 in Review

AE Wealth Management reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 35% in Q1 2026, selling an estimated $45.7K and leaving 2,191 shares worth $86.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1843.

AE Wealth Management first reported a position in WTMF in Q1 2022 and has held it in 15 quarters since. The position peaked at $3.1M in Q4 2023. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • AE Wealth Management held 2,191 shares of WisdomTree Managed Futures Strategy Fund worth $86.9K as of Q1 2026.
  • AE Wealth Management sold 1,170 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $45.7K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1843 holding.
  • AE Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2022 and has held it in 15 quarters since.
  • AE Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $3.1M in Q4 2023.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.