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WTMF icon

Entelevest’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Entelevest’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 		– Sell
-9,798
Closed -$373K – 169
2025
Q4 		$373K Buy
+9,798
New +$374K 0.37% 64

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
CPA
Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Entelevest's WTMF Position: Q1 2026 in Review

Entelevest sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2026, closing a stake of 9,798 shares — an estimated $373K sold.

Entelevest first reported a position in WTMF in Q4 2025 and held it in 1 quarter. The position peaked at $373K in Q4 2025. 82 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Entelevest reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q1 2026 after selling out during the quarter.
  • Entelevest sold 9,798 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $373K.
  • Entelevest first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and held it in 1 quarter.
  • Entelevest's WisdomTree Managed Futures Strategy Fund position peaked at $373K in Q4 2025.
  • 82 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Entelevest's 13F filing for Q1 2026, filed 5 May 2026.