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Axis Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Axis Wealth Partners’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 		$649K Sell
15,891
-454
-3% -$18.5K 0.31% 87
2026
Q1 		$649K Buy
16,345
+859
+6% +$33.6K 0.34% 81
2025
Q4 		$589K Buy
15,486
+666
+4% +$25.4K 0.33% 85
2025
Q3 		$561K Buy
14,820
+3,447
+30% +$126K 0.33% 86
2025
Q2 		$402K Sell
11,373
-637
-5% -$21.9K 0.26% 101
2025
Q1 		$410K Buy
12,010
+3,367
+39% +$117K 0.3% 92
2024
Q4 		$302K Buy
+8,643
New +$307K 0.25% 103

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

Axis Wealth Partners's WTMF Position: Q2 2026 in Review

Axis Wealth Partners reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.8% in Q2 2026, selling an estimated $18.5K and leaving 15,891 shares worth $649K. The position accounts for 0.31% of the portfolio, ranked #87.

Axis Wealth Partners first reported a position in WTMF in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Axis Wealth Partners held 15,891 shares of WisdomTree Managed Futures Strategy Fund worth $649K as of Q2 2026.
  • Axis Wealth Partners sold 454 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $18.5K.
  • WisdomTree Managed Futures Strategy Fund made up 0.31% of Axis Wealth Partners's portfolio in Q2 2026, its #87 holding.
  • Axis Wealth Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.