Envestnet Asset Management
WTMU

Envestnet Asset Management’s WisdomTree Core Laddered Municipal Fund WTMU Stock Holding History

Envestnet Asset Management’s Portfolio WTMU Stock Details WTMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.91M Sell
74,389
-21,575
-22% -$554K ﹤0.01% 3193
2026
Q1 		$2.46M Buy
95,964
+73,203
+322% +$1.9M ﹤0.01% 2855
2025
Q4 		$589K Buy
+22,761
New +$588K ﹤0.01% 3595

Other funds holding WTMU

HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

Envestnet Asset Management's WTMU Position: Q2 2026 in Review

Envestnet Asset Management reduced its WisdomTree Core Laddered Municipal Fund (WTMU) stake by 22% in Q2 2026, selling an estimated $554K and leaving 74,389 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #3193.

Envestnet Asset Management first reported a position in WTMU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.46M in Q1 2026. 4 funds tracked by Wall St. Rank hold WTMU as of Q2 2026.

  • Envestnet Asset Management held 74,389 shares of WisdomTree Core Laddered Municipal Fund worth $1.91M as of Q2 2026.
  • Envestnet Asset Management sold 21,575 WisdomTree Core Laddered Municipal Fund shares in Q2 2026, an estimated $554K.
  • WisdomTree Core Laddered Municipal Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3193 holding.
  • Envestnet Asset Management first reported a position in WisdomTree Core Laddered Municipal Fund in Q4 2025 and has held it in 3 quarters since.
  • Envestnet Asset Management's WisdomTree Core Laddered Municipal Fund position peaked at $2.46M in Q1 2026.
  • 4 funds tracked by Wall St. Rank held WisdomTree Core Laddered Municipal Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.