EWM
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Evolution Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Evolution Wealth Management’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.1K Sell
587
-1
-0.2% -$23 0.01% 470
2025
Q4 		$12.4K Buy
588
+497
+546% +$10.5K 0.01% 415
2025
Q3 		$1.95K Buy
+91
New +$1.87K ﹤0.01% 512

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Evolution Wealth Management's GCC Position: Q1 2026 in Review

Evolution Wealth Management reduced its WisdomTree Enhanced Commodity Strategy Fund (GCC) stake by 0.17% in Q1 2026, selling an estimated $23 and leaving 587 shares worth $14.1K. The position accounts for 0.01% of the portfolio, ranked #470.

Evolution Wealth Management first reported a position in GCC in Q3 2025 and has held it in 3 quarters since. 70 funds tracked by Wall St. Rank hold GCC as of Q1 2026.

  • Evolution Wealth Management held 587 shares of WisdomTree Enhanced Commodity Strategy Fund worth $14.1K as of Q1 2026.
  • Evolution Wealth Management sold 1 WisdomTree Enhanced Commodity Strategy Fund share in Q1 2026, an estimated $23.
  • WisdomTree Enhanced Commodity Strategy Fund made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #470 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • 70 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.