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Capital Performance Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Capital Performance 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 		$10.8M Buy
272,900
+11,212
+4% +$438K 0.72% 31
2025
Q4 		$9.95M Buy
+261,688
New +$10M 0.71% 33

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
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
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

Capital Performance Advisors's WTMF Position: Q1 2026 in Review

Capital Performance Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 4.3% in Q1 2026, buying an estimated $438K and bringing the position to 272,900 shares worth $10.8M. The position accounts for 0.72% of the portfolio, ranked #31.

Capital Performance Advisors first reported a position in WTMF in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Capital Performance Advisors held 272,900 shares of WisdomTree Managed Futures Strategy Fund worth $10.8M as of Q1 2026.
  • Capital Performance Advisors bought 11,212 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $438K.
  • WisdomTree Managed Futures Strategy Fund made up 0.72% of Capital Performance Advisors's portfolio in Q1 2026, its #31 holding.
  • Capital Performance Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 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 Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.