EAM
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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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
T
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
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return