Alvarez & Marsal Private Wealth Partners’s WisdomTree US Adaptive Moving Average Fund WAMA Stock Holding History

Alvarez & Marsal Private Wealth Partners’s Portfolio WAMA Stock Details WAMA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$390K	Buy	+14,915	New	+$381K	0.05%	69

Other funds holding WAMA

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

KIC

Kensington Investment Counsel Long Beach, California $230M AUM 28.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's WAMA Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners opened a new position in WisdomTree US Adaptive Moving Average Fund (WAMA) in Q2 2026: 14,915 shares worth $390K. The stake represents 0.05% of the portfolio and ranks #69 among its holdings.

5 funds tracked by Wall St. Rank hold WAMA as of Q2 2026.

Alvarez & Marsal Private Wealth Partners held 14,915 shares of WisdomTree US Adaptive Moving Average Fund worth $390K as of Q2 2026.
WisdomTree US Adaptive Moving Average Fund was a new Alvarez & Marsal Private Wealth Partners position in Q2 2026.
WisdomTree US Adaptive Moving Average Fund made up 0.05% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #69 holding.
5 funds tracked by Wall St. Rank held WisdomTree US Adaptive Moving Average Fund as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.