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

Efficient 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	$1.4M	Buy	35,208 +388	+1%	+$15.2K	0.1%	43
2025 Q4	$1.32M	Sell	34,820 -2,707	-7%	-$103K	0.08%	44
2025 Q3	$1.42M	Sell	37,527 -9,195	-20%	-$336K	0.08%	44
2025 Q2	$1.65M	Sell	46,722 -15,590	-25%	-$537K	0.1%	50
2025 Q1	$2.13M	Sell	62,312 -8,102	-12%	-$282K	0.14%	41
2024 Q4	$2.46M	Buy	70,414 +1,250	+2%	+$44.4K	0.16%	41
2024 Q3	$2.46M	Sell	69,164 -250	-0.4%	-$8.95K	0.15%	42
2024 Q2	$2.52M	Sell	69,414 -17,898	-20%	-$657K	0.16%	43
2024 Q1	$3.27M	Sell	87,312 -9,565	-10%	-$343K	0.21%	41
2023 Q4	$3.4M	Sell	96,877 -174	-0.2%	-$6.02K	0.23%	38
2023 Q3	$3.42M	Sell	97,051 -12,083	-11%	-$424K	0.23%	38
2023 Q2	$3.82M	Sell	109,134 -18,907	-15%	-$648K	0.25%	38
2023 Q1	$4.3M	Sell	128,041 -7,789	-6%	-$253K	0.3%	38
2022 Q4	$4.28M	Buy	135,830 +7,751	+6%	+$256K	0.44%	32
2022 Q3	$4.41M	Sell	128,079 -1,001	-0.8%	-$34.9K	0.38%	31
2022 Q2	$4.53M	Sell	129,080 -17,244	-12%	-$616K	0.38%	31
2022 Q1	$5.26M	Sell	146,324 -25,521	-15%	-$902K	0.4%	32
2021 Q4	$6.09M	Buy	171,845 +15,956	+10%	+$578K	0.43%	32
2021 Q3	$6.39M	Sell	155,889 -8,609	-5%	-$354K	0.61%	32
2021 Q2	$6.81M	Sell	164,498 -15,382	-9%	-$624K	0.85%	32
2021 Q1	$7.01M	Sell	179,880 -52,136	-22%	-$2.02M	0.96%	30
2020 Q4	$8.61M	Sell	232,016 -7,927	-3%	-$283K	1.31%	19
2020 Q3	$8.4M	Sell	239,943 -28,797	-11%	-$1.01M	1.54%	15
2020 Q2	$9.41M	Sell	268,740 -37,509	-12%	-$1.33M	1.74%	15
2020 Q1	$11.1M	Sell	306,249 -58,008	-16%	-$2.1M	2.32%	12
2019 Q4	$13.5M	Sell	364,257 -48,094	-12%	-$1.81M	2.35%	14
2019 Q3	$15.7M	Sell	412,351 -152,477	-27%	-$5.85M	2.87%	12
2019 Q2	$21.3M	Sell	564,828 -19,713	-3%	-$764K	3.73%	11
2019 Q1	$22.7M	Sell	584,541 -8,410	-1%	-$325K	3.97%	11
2018 Q4	$23M	Buy	+592,951	New	+$23.8M	4.28%	9

Other funds holding WTMF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Efficient Advisors's WTMF Position: Q1 2026 in Review

Efficient Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 1.1% in Q1 2026, buying an estimated $15.2K and bringing the position to 35,208 shares worth $1.4M. The position accounts for 0.1% of the portfolio, ranked #43.

Efficient Advisors first reported a position in WTMF in Q4 2018 and has held it in 30 quarters since. The position peaked at $23M in Q4 2018. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

Efficient Advisors held 35,208 shares of WisdomTree Managed Futures Strategy Fund worth $1.4M as of Q1 2026.
Efficient Advisors bought 388 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $15.2K.
WisdomTree Managed Futures Strategy Fund made up 0.1% of Efficient Advisors's portfolio in Q1 2026, its #43 holding.
Efficient Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2018 and has held it in 30 quarters since.
Efficient Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $23M in Q4 2018.
81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.