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

Austin 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 		$419K Sell
10,267
-236
-2% -$9.62K 0.09% 86
2026
Q1 		$422K Sell
10,503
-4,075
-28% -$159K 0.1% 80
2025
Q4 		$563K Sell
14,578
-74
-0.5% -$2.83K 0.08% 92
2025
Q3 		$563K Sell
14,652
-80
-0.5% -$2.92K 0.09% 94
2025
Q2 		$531K Sell
14,732
-32,860
-69% -$1.13M 0.09% 83
2025
Q1 		$1.61M Sell
47,592
-5,677
-11% -$198K 0.32% 50
2024
Q4 		$1.9M Sell
53,269
-7,122
-12% -$253K 0.39% 43
2024
Q3 		$2.12M Sell
60,391
-4,336
-7% -$155K 0.46% 39
2024
Q2 		$2.38M Sell
64,727
-608
-0.9% -$22.3K 0.56% 36
2024
Q1 		$2.4M Sell
65,335
-5,693
-8% -$204K 0.59% 36
2023
Q4 		$2.58M Sell
71,028
-4,813
-6% -$166K 0.69% 36
2023
Q3 		$2.63M Buy
+75,841
New +$2.66M 0.81% 31

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Austin Wealth Management reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.2% in Q2 2026, selling an estimated $9.62K and leaving 10,267 shares worth $419K. The position accounts for 0.09% of the portfolio, ranked #86.

Austin Wealth Management first reported a position in WTMF in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.63M in Q3 2023. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Austin Wealth Management held 10,267 shares of WisdomTree Managed Futures Strategy Fund worth $419K as of Q2 2026.
  • Austin Wealth Management sold 236 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $9.62K.
  • WisdomTree Managed Futures Strategy Fund made up 0.09% of Austin Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Austin Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2023 and has held it in 12 quarters since.
  • Austin Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $2.63M in Q3 2023.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.