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
Q2 		$16.5K Hold
404
– – 0.01% 492
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 $1.89T 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

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

Evolution Wealth Management held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2026 at 404 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #492.

Evolution Wealth Management first reported a position in WTMF in Q3 2025 and has held it in 4 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Evolution Wealth Management held 404 shares of WisdomTree Managed Futures Strategy Fund worth $16.5K as of Q2 2026.
  • Evolution Wealth Management left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #492 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2025 and has held it in 4 quarters since.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.