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Empirical Asset Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Empirical Asset 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
Q2 		$791K Buy
19,375
+782
+4% +$31.9K 0.18% 147
2026
Q1 		$738K Buy
18,593
+858
+5% +$33.5K 0.19% 141
2025
Q4 		$674K Sell
17,735
-12,599
-42% -$481K 0.19% 154
2025
Q3 		$1.15M Sell
30,334
-29,293
-49% -$1.07M 0.32% 77
2025
Q2 		$2.11M Buy
59,627
+1,085
+2% +$37.4K 0.65% 30
2025
Q1 		$2M Buy
58,542
+7,999
+16% +$278K 0.68% 31
2024
Q4 		$1.77M Buy
50,543
+3,817
+8% +$136K 0.59% 35
2024
Q3 		$1.66M Sell
46,726
-17,871
-28% -$640K 0.59% 40
2024
Q2 		$2.34M Sell
64,597
-5,925
-8% -$218K 0.88% 18
2024
Q1 		$2.64M Sell
70,522
-698
-1% -$25.1K 1.28% 9
2023
Q4 		$2.5M Sell
71,220
-1,336
-2% -$46.2K 2.04% 4
2023
Q3 		$2.55M Sell
72,556
-2,292
-3% -$80.4K 2.23% 4
2023
Q2 		$2.62M Buy
74,848
+2,821
+4% +$96.7K 2.32% 4
2023
Q1 		$2.42M Buy
72,027
+14,886
+26% +$483K 2.31% 4
2022
Q4 		$1.8M Sell
57,141
-1,907
-3% -$62.9K 1.9% 6
2022
Q3 		$2.03M Buy
59,048
+1,615
+3% +$56.3K 2.22% 4
2022
Q2 		$2.02M Buy
57,433
+7,667
+15% +$274K 2.13% 4
2022
Q1 		$1.79M Buy
49,766
+7,205
+17% +$255K 1.7% 12
2021
Q4 		$1.51M Buy
+42,561
New +$1.54M 1.46% 13

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

Empirical Asset Management's WTMF Position: Q2 2026 in Review

Empirical Asset Management increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 4.2% in Q2 2026, buying an estimated $31.9K and bringing the position to 19,375 shares worth $791K. The position accounts for 0.18% of the portfolio, ranked #147.

Empirical Asset Management first reported a position in WTMF in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q1 2024. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Empirical Asset Management held 19,375 shares of WisdomTree Managed Futures Strategy Fund worth $791K as of Q2 2026.
  • Empirical Asset Management bought 782 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $31.9K.
  • WisdomTree Managed Futures Strategy Fund made up 0.18% of Empirical Asset Management's portfolio in Q2 2026, its #147 holding.
  • Empirical Asset Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and has held it in 19 quarters since.
  • Empirical Asset Management's WisdomTree Managed Futures Strategy Fund position peaked at $2.64M in Q1 2024.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.