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Comprehensive Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Comprehensive Wealth Management’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 		$1.18M Buy
29,664
+2,904
+11% +$114K 0.6% 29
2025
Q4 		$1.02M Buy
26,760
+4,541
+20% +$173K 0.6% 33
2025
Q3 		$842K Buy
22,219
+9,242
+71% +$337K 0.6% 31
2025
Q2 		$458K Buy
+12,977
New +$447K 0.37% 34
2025
Q1 		– Sell
-54,211
Closed -$1.89M – 35
2024
Q4 		$1.89M Sell
54,211
-1,667
-3% -$59.3K 1.42% 8
2024
Q3 		$1.98M Buy
55,878
+3,800
+7% +$136K 1.29% 7
2024
Q2 		$1.89M Buy
52,078
+2,316
+5% +$85K 1.38% 7
2024
Q1 		$1.87M Sell
49,762
-402
-0.8% -$14.4K 1.45% 7
2023
Q4 		$1.76M Buy
50,164
+428
+0.9% +$14.8K 1.59% 10
2023
Q3 		$1.75M Buy
49,736
+36,378
+272% +$1.28M 1.65% 9
2023
Q2 		$467K Buy
+13,358
New +$458K 0.4% 26
2022
Q1 		– Sell
-484,320
Closed -$17.2M – 41
2021
Q4 		$17.2M Buy
484,320
+16,260
+3% +$589K 12.63% 3
2021
Q3 		$19.2M Buy
468,060
+3,349
+0.7% +$138K 18.25% 2
2021
Q2 		$19.2M Sell
464,711
-11,224
-2% -$456K 19.37% 2
2021
Q1 		$18.5M Sell
475,935
-63,773
-12% -$2.47M 22.56% 2
2020
Q4 		$20M Buy
+539,708
New +$19.3M 18.23% 3

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

Comprehensive Wealth Management's WTMF Position: Q1 2026 in Review

Comprehensive Wealth Management increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 11% in Q1 2026, buying an estimated $114K and bringing the position to 29,664 shares worth $1.18M. The position accounts for 0.6% of the portfolio, ranked #29.

Comprehensive Wealth Management first reported a position in WTMF in Q4 2020 and has held it in 16 quarters since. The position peaked at $20M in Q4 2020. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Comprehensive Wealth Management held 29,664 shares of WisdomTree Managed Futures Strategy Fund worth $1.18M as of Q1 2026.
  • Comprehensive Wealth Management bought 2,904 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $114K.
  • WisdomTree Managed Futures Strategy Fund made up 0.6% of Comprehensive Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Comprehensive Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2020 and has held it in 16 quarters since.
  • Comprehensive Wealth Management's WisdomTree Managed Futures Strategy Fund position peaked at $20M in Q4 2020.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.