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Beacon Pointe Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Beacon Pointe 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
Q2 		$480K Buy
11,761
+2,578
+28% +$105K ﹤0.01% 1355
2026
Q1 		$364K Buy
+9,183
New +$359K ﹤0.01% 1440
2020
Q2 		– Sell
-9,364
Closed -$336K – 412
2020
Q1 		$336K Buy
+9,364
New +$338K 0.05% 218

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

Beacon Pointe Advisors's WTMF Position: Q2 2026 in Review

Beacon Pointe Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 28% in Q2 2026, buying an estimated $105K and bringing the position to 11,761 shares worth $480K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

Beacon Pointe Advisors first reported a position in WTMF in Q1 2020 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Beacon Pointe Advisors held 11,761 shares of WisdomTree Managed Futures Strategy Fund worth $480K as of Q2 2026.
  • Beacon Pointe Advisors bought 2,578 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $105K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1355 holding.
  • Beacon Pointe Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2020 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.