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 Q2	$132K	Buy	3,240 +1,049	+48%	+$42.7K	﹤0.01%	1833
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 New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

SPW

Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AE Wealth Management's WTMF Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 48% in Q2 2026, buying an estimated $42.7K and bringing the position to 3,240 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1833.

AE Wealth Management first reported a position in WTMF in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.1M in Q4 2023. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

AE Wealth Management held 3,240 shares of WisdomTree Managed Futures Strategy Fund worth $132K as of Q2 2026.
AE Wealth Management bought 1,049 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $42.7K.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1833 holding.
AE Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2022 and has held it in 16 quarters since.
AE Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $3.1M in Q4 2023.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.