GWP
WTMF icon

Gateway Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Gateway Wealth Partners’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 		– Sell
-7,380
Closed -$293K – 956
2026
Q1 		$293K Buy
+7,380
New +$289K 0.01% 767

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

Gateway Wealth Partners's WTMF Position: Q2 2026 in Review

Gateway Wealth Partners sold out of WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026, closing a stake of 7,380 shares — an estimated $293K sold.

Gateway Wealth Partners first reported a position in WTMF in Q1 2026 and held it in 1 quarter. The position peaked at $293K in Q1 2026. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Gateway Wealth Partners reported no remaining WisdomTree Managed Futures Strategy Fund position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 7,380 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $293K.
  • Gateway Wealth Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2026 and held it in 1 quarter.
  • Gateway Wealth Partners's WisdomTree Managed Futures Strategy Fund position peaked at $293K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.