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Discipline Wealth Solutions’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Discipline Wealth Solutions’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 		$315K Sell
7,702
-550
-7% -$22.4K 0.03% 161
2026
Q1 		$327K Sell
8,252
-3,662
-31% -$143K 0.03% 145
2025
Q4 		$453K Sell
11,914
-9,875
-45% -$377K 0.08% 108
2025
Q3 		$825K Buy
21,789
+7,999
+58% +$292K 0.22% 67
2025
Q2 		$487K Buy
+13,790
New +$475K 0.19% 64

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
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
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Discipline Wealth Solutions's WTMF Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 6.7% in Q2 2026, selling an estimated $22.4K and leaving 7,702 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #161.

Discipline Wealth Solutions first reported a position in WTMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $825K in Q3 2025. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Discipline Wealth Solutions held 7,702 shares of WisdomTree Managed Futures Strategy Fund worth $315K as of Q2 2026.
  • Discipline Wealth Solutions sold 550 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $22.4K.
  • WisdomTree Managed Futures Strategy Fund made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #161 holding.
  • Discipline Wealth Solutions first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2025 and has held it in 5 quarters since.
  • Discipline Wealth Solutions's WisdomTree Managed Futures Strategy Fund position peaked at $825K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.