Concord Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Concord Wealth Partners’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	$10.3K	Buy	+251	New	+$10.2K	﹤0.01%	566
2026 Q1	–	Sell	-466	Closed	-$17.7K	–	797
2025 Q4	$17.7K	Hold	466	–	–	﹤0.01%	460
2025 Q3	$17.7K	Sell	466 -800	-63%	-$29.2K	﹤0.01%	469
2025 Q2	$44.7K	Buy	1,266 +23	+2%	+$792	0.01%	359
2025 Q1	$42.4K	Sell	1,243 -154	-11%	-$5.36K	0.01%	340
2024 Q4	$48.8K	Buy	1,397 +620	+80%	+$22K	0.01%	334
2024 Q3	$27.6K	Buy	+777	New	+$27.8K	﹤0.01%	425
2023 Q1	–	Sell	-71	Closed	-$2.24K	–	1246
2022 Q4	$2.24K	Buy	+71	New	+$2.34K	﹤0.01%	915

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Concord Wealth Partners's WTMF Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026: 251 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WTMF as recently as Q4 2025.

Concord Wealth Partners first reported a position in WTMF in Q4 2022 and has held it in 8 quarters since. The position peaked at $48.8K in Q4 2024. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Concord Wealth Partners held 251 shares of WisdomTree Managed Futures Strategy Fund worth $10.3K as of Q2 2026.
WisdomTree Managed Futures Strategy Fund was a new Concord Wealth Partners position in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #566 holding.
Concord Wealth Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2022 and has held it in 8 quarters since.
Concord Wealth Partners's WisdomTree Managed Futures Strategy Fund position peaked at $48.8K in Q4 2024.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.