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 Q3	$968K	Buy	22,940 +3,565	+18%	+$148K	0.21%	134
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Asset Allocation Strategies Farmington, Michigan $668M AUM 11.11% 1-Year Est. Return

Empirical Asset Management's WTMF Position: Q3 2026 in Review

Empirical Asset Management increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 18% in Q3 2026, buying an estimated $148K and bringing the position to 22,940 shares worth $968K. The position accounts for 0.21% of the portfolio, ranked #134.

Empirical Asset Management first reported a position in WTMF in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.64M in Q1 2024. 66 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

Empirical Asset Management held 22,940 shares of WisdomTree Managed Futures Strategy Fund worth $968K as of Q3 2026.
Empirical Asset Management bought 3,565 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $148K.
WisdomTree Managed Futures Strategy Fund made up 0.21% of Empirical Asset Management's portfolio in Q3 2026, its #134 holding.
Empirical Asset Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and has held it in 20 quarters since.
Empirical Asset Management's WisdomTree Managed Futures Strategy Fund position peaked at $2.64M in Q1 2024.
66 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on Empirical Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.