Farther Finance Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Farther Finance Advisors’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
2025 Q4	–	Sell	-222	Closed	-$8.41K	–	5607
2025 Q3	$8.41K	Hold	222	–	–	﹤0.01%	3519
2025 Q2	$7.84K	Buy	+222	New	+$7.65K	﹤0.01%	3197
2025 Q1	–	Sell	-2,200	Closed	-$76.8K	–	4431
2024 Q4	$76.8K	Buy	2,200 +921	+72%	+$32.8K	﹤0.01%	1435
2024 Q3	$45.4K	Buy	+1,279	New	+$45.8K	﹤0.01%	1704

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Farther Finance Advisors's WTMF Position: Q4 2025 in Review

Farther Finance Advisors sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2025, closing a stake of 222 shares — an estimated $8.41K sold.

Farther Finance Advisors first reported a position in WTMF in Q3 2024 and held it in 4 quarters. The position peaked at $76.8K in Q4 2024. 78 funds tracked by Wall St. Rank hold WTMF as of Q4 2025.

Farther Finance Advisors reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 222 WisdomTree Managed Futures Strategy Fund shares in Q4 2025, an estimated $8.41K.
Farther Finance Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and held it in 4 quarters.
Farther Finance Advisors's WisdomTree Managed Futures Strategy Fund position peaked at $76.8K in Q4 2024.
78 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.