BPA
WTMF icon

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
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 $1.66T 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

Beacon Pointe Advisors's WTMF Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2026: 9,183 shares worth $364K. The stake represents ﹤0.01% of the portfolio and ranks #1440 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in WTMF as recently as Q1 2020.

Beacon Pointe Advisors first reported a position in WTMF in Q1 2020 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Beacon Pointe Advisors held 9,183 shares of WisdomTree Managed Futures Strategy Fund worth $364K as of Q1 2026.
  • WisdomTree Managed Futures Strategy Fund was a new Beacon Pointe Advisors position in Q1 2026.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1440 holding.
  • Beacon Pointe Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2020 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.