EWM
WTMF icon

Endowment Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Endowment Wealth 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 		$719K Buy
17,596
+497
+3% +$20.3K 0.28% 70
2026
Q1 		$679K Sell
17,099
-366
-2% -$14.3K 0.3% 65
2025
Q4 		$664K Buy
17,465
+1,241
+8% +$47.4K 0.31% 68
2025
Q3 		$615K Buy
16,224
+187
+1% +$6.83K 0.28% 74
2025
Q2 		$566K Sell
16,037
-534
-3% -$18.4K 0.29% 71
2025
Q1 		$566K Buy
16,571
+1,439
+10% +$50.1K 0.36% 63
2024
Q4 		$529K Buy
15,132
+611
+4% +$21.7K 0.36% 63
2024
Q3 		$516K Sell
14,521
-93
-0.6% -$3.33K 0.34% 64
2024
Q2 		$530K Sell
14,614
-369
-2% -$13.5K 0.39% 64
2024
Q1 		$562K Sell
14,983
-1,854
-11% -$66.6K 0.42% 58
2023
Q4 		$590K Sell
16,837
-1,030
-6% -$35.6K 0.49% 50
2023
Q3 		$629K Sell
17,867
-542
-3% -$19K 0.56% 46
2023
Q2 		$644K Sell
18,409
-607
-3% -$20.8K 0.59% 40
2023
Q1 		$636K Buy
19,016
+799
+4% +$25.9K 0.64% 36
2022
Q4 		$574K Buy
18,217
+740
+4% +$24.4K 0.63% 35
2022
Q3 		$602K Buy
17,477
+304
+2% +$10.6K 0.73% 32
2022
Q2 		$603K Buy
17,173
+1,530
+10% +$54.7K 0.73% 29
2022
Q1 		$562K Buy
15,643
+6,071
+63% +$214K 0.59% 39
2021
Q4 		$339K Buy
+9,572
New +$347K 0.34% 61

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

Endowment Wealth Management's WTMF Position: Q2 2026 in Review

Endowment Wealth Management increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.9% in Q2 2026, buying an estimated $20.3K and bringing the position to 17,596 shares worth $719K. The position accounts for 0.28% of the portfolio, ranked #70.

Endowment Wealth Management first reported a position in WTMF in Q4 2021 and has held it in 19 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Endowment Wealth Management held 17,596 shares of WisdomTree Managed Futures Strategy Fund worth $719K as of Q2 2026.
  • Endowment Wealth Management bought 497 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $20.3K.
  • WisdomTree Managed Futures Strategy Fund made up 0.28% of Endowment Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Endowment Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2021 and has held it in 19 quarters since.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.