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Arkadios Wealth Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Arkadios Wealth Advisors’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 		$570K Sell
14,361
-45,559
-76% -$1.78M 0.01% 1052
2025
Q4 		$2.28M Buy
+59,920
New +$2.29M 0.04% 414

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

Arkadios Wealth Advisors's WTMF Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 76% in Q1 2026, selling an estimated $1.78M and leaving 14,361 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #1052.

Arkadios Wealth Advisors first reported a position in WTMF in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.28M in Q4 2025. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Arkadios Wealth Advisors held 14,361 shares of WisdomTree Managed Futures Strategy Fund worth $570K as of Q1 2026.
  • Arkadios Wealth Advisors sold 45,559 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $1.78M.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1052 holding.
  • Arkadios Wealth Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • Arkadios Wealth Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $2.28M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.