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Elios Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Elios Financial Group’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
2025
Q2 		$732K Buy
20,734
+3,132
+18% +$108K 0.33% 65
2025
Q1 		$601K Sell
17,602
-40
-0.2% -$1.39K 0.3% 62
2024
Q4 		$616K Buy
17,642
+282
+2% +$10K 0.29% 63
2024
Q3 		$617K Buy
+17,360
New +$622K 0.28% 64

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ODG
O'Dell Group Cincinnati, Ohio $466M AUM 13.5% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
HBS
Howard Bailey Securities Fort Wayne, Indiana $267M AUM 15.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Elios Financial Group's WTMF Position: Q2 2025 in Review

Elios Financial Group increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 18% in Q2 2025, buying an estimated $108K and bringing the position to 20,734 shares worth $732K. The position accounts for 0.33% of the portfolio, ranked #65.

Elios Financial Group first reported a position in WTMF in Q3 2024 and has held it in 4 quarters since. 74 funds tracked by Wall St. Rank hold WTMF as of Q2 2025.

  • Elios Financial Group held 20,734 shares of WisdomTree Managed Futures Strategy Fund worth $732K as of Q2 2025.
  • Elios Financial Group bought 3,132 WisdomTree Managed Futures Strategy Fund shares in Q2 2025, an estimated $108K.
  • WisdomTree Managed Futures Strategy Fund made up 0.33% of Elios Financial Group's portfolio in Q2 2025, its #65 holding.
  • Elios Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and has held it in 4 quarters since.
  • 74 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.