Golden State Equity Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Golden State Equity 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 Q3	$928	Buy	+22	New	+$915	﹤0.01%	2003
2024 Q4	–	Sell	-4,332	Closed	-$154K	–	894
2024 Q3	$154K	Buy	+4,332	New	+$155K	0.02%	429

Other funds holding WTMF

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Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return

Stillwater Private Wealth Glen Mills, Pennsylvania $155M AUM

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Golden State Equity Partners's WTMF Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q3 2026: 22 shares worth $928. The stake represents ﹤0.01% of the portfolio and ranks #2003 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in WTMF as recently as Q3 2024.

Golden State Equity Partners first reported a position in WTMF in Q3 2024 and has held it in 2 quarters since. The position peaked at $154K in Q3 2024. 72 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

Golden State Equity Partners held 22 shares of WisdomTree Managed Futures Strategy Fund worth $928 as of Q3 2026.
WisdomTree Managed Futures Strategy Fund was a new Golden State Equity Partners position in Q3 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #2003 holding.
Golden State Equity Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and has held it in 2 quarters since.
Golden State Equity Partners's WisdomTree Managed Futures Strategy Fund position peaked at $154K in Q3 2024.
72 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.