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

Evolution 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
Q1 		$16K Sell
404
-1
-0.2% -$39 0.01% 451
2025
Q4 		$15.4K Buy
405
+343
+553% +$13.1K 0.01% 383
2025
Q3 		$2.35K Buy
+62
New +$2.26K ﹤0.01% 493

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

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

Evolution Wealth Management reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 0.25% in Q1 2026, selling an estimated $39 and leaving 404 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #451.

Evolution Wealth Management first reported a position in WTMF in Q3 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Evolution Wealth Management held 404 shares of WisdomTree Managed Futures Strategy Fund worth $16K as of Q1 2026.
  • Evolution Wealth Management sold 1 WisdomTree Managed Futures Strategy Fund share in Q1 2026, an estimated $39.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #451 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

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