Betterment LLC
WTMF icon

Betterment LLC’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Betterment LLC’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 		$288K Sell
7,251
-302
-4% -$11.8K ﹤0.01% 542
2025
Q4 		$287K Sell
7,553
-206
-3% -$7.87K ﹤0.01% 505
2025
Q3 		$294K Sell
7,759
-4,689
-38% -$171K ﹤0.01% 458
2025
Q2 		$440K Sell
12,448
-58,037
-82% -$2M ﹤0.01% 377
2025
Q1 		$2.41M Sell
70,485
-3,727
-5% -$130K 0.01% 194
2024
Q4 		$2.59M Sell
74,212
-1,191
-2% -$42.4K 0.01% 183
2024
Q3 		$2.68M Sell
75,403
-3,280
-4% -$117K 0.01% 159
2024
Q2 		$2.85M Sell
78,683
-1,906
-2% -$70K 0.01% 145
2024
Q1 		$3.02M Sell
80,589
-2,810
-3% -$101K 0.01% 126
2023
Q4 		$2.92M Sell
83,399
-6,023
-7% -$208K 0.01% 113
2023
Q3 		$3.15M Sell
89,422
-5,023
-5% -$176K 0.01% 99
2023
Q2 		$3.31M Sell
94,445
-4,456
-5% -$153K 0.01% 95
2023
Q1 		$3.32M Buy
98,901
+4,802
+5% +$156K 0.01% 103
2022
Q4 		$2.97M Sell
94,099
-2,906
-3% -$95.9K 0.01% 104
2022
Q3 		$3.41M Hold
97,005
– – 0.01% 97
2022
Q2 		$3.41M Sell
97,005
-3,778
-4% -$135K 0.01% 97
2022
Q1 		$3.62M Buy
100,783
+9,343
+10% +$330K 0.01% 97
2021
Q4 		$3.24M Sell
91,440
-2,694
-3% -$97.6K 0.01% 99
2021
Q3 		$3.86M Buy
94,134
+2
+0% +$82 0.01% 86
2021
Q2 		$3.9M Sell
94,132
-986
-1% -$40K 0.01% 78
2021
Q1 		$3.71M Sell
95,118
-2,600
-3% -$101K 0.01% 67
2020
Q4 		$3.62M Buy
97,718
+2,743
+3% +$98K 0.02% 64
2020
Q3 		$3.33M Sell
94,975
-5,283
-5% -$186K 0.02% 60
2020
Q2 		$3.51M Sell
100,258
-1,432
-1% -$50.8K 0.02% 60
2020
Q1 		$3.69M Sell
101,690
-21,427
-17% -$774K 0.02% 59
2019
Q4 		$4.57M Sell
123,117
-10,413
-8% -$391K 0.02% 50
2019
Q3 		$5.05M Hold
133,530
– – 0.03% 46
2019
Q2 		$5.05M Sell
133,530
-10,253
-7% -$398K 0.03% 46
2019
Q1 		$5.59M Sell
143,783
-4,740
-3% -$183K 0.03% 47
2018
Q4 		$5.76M Sell
148,523
-13,221
-8% -$532K 0.04% 44
2018
Q3 		$6.59M Sell
161,744
-11,092
-6% -$447K 0.04% 33
2018
Q2 		$6.89M Sell
172,836
-83
-0% -$3.31K 0.05% 33
2018
Q1 		$6.9M Buy
172,919
+18,139
+12% +$724K 0.05% 31
2017
Q4 		$6.2M Buy
154,780
+15,022
+11% +$591K 0.05% 29
2017
Q3 		$5.42M Buy
139,758
+18,446
+15% +$715K 0.05% 27
2017
Q2 		$4.73M Buy
121,312
+22,380
+23% +$887K 0.05% 26
2017
Q1 		$3.94M Buy
98,932
+48,783
+97% +$1.97M 0.05% 28
2016
Q4 		$2.08M Buy
50,149
+41,983
+514% +$1.74M 0.03% 33
2016
Q3 		$344K Buy
+8,166
New +$341K 0.01% 43

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 $435M AUM 13.65% 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

Betterment LLC's WTMF Position: Q1 2026 in Review

Betterment LLC reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 4% in Q1 2026, selling an estimated $11.8K and leaving 7,251 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Betterment LLC first reported a position in WTMF in Q3 2016 and has held it in 39 quarters since. The position peaked at $6.9M in Q1 2018. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Betterment LLC held 7,251 shares of WisdomTree Managed Futures Strategy Fund worth $288K as of Q1 2026.
  • Betterment LLC sold 302 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $11.8K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Betterment LLC's portfolio in Q1 2026, its #542 holding.
  • Betterment LLC first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2016 and has held it in 39 quarters since.
  • Betterment LLC's WisdomTree Managed Futures Strategy Fund position peaked at $6.9M in Q1 2018.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.