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Harbour Investments’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Harbour Investments’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 		$718K Buy
18,104
+3,175
+21% +$124K 0.01% 890
2025
Q4 		$568K Buy
14,929
+1,439
+11% +$55K 0.01% 804
2025
Q3 		$511K Buy
13,490
+2,506
+23% +$91.5K 0.01% 814
2025
Q2 		$388K Buy
10,984
+1,301
+13% +$44.8K 0.01% 874
2025
Q1 		$330K Buy
9,683
+1,786
+23% +$62.2K 0.01% 878
2024
Q4 		$276K Buy
7,897
+90
+1% +$3.2K 0.01% 898
2024
Q3 		$277K Buy
7,807
+1,849
+31% +$66.2K 0.01% 880
2024
Q2 		$216K Buy
5,958
+1,199
+25% +$44K 0.01% 920
2024
Q1 		$178K Buy
4,759
+2,477
+109% +$88.9K 0.01% 963
2023
Q4 		$80K Buy
+2,282
New +$78.9K ﹤0.01% 1231
2023
Q3 		– Sell
-116
Closed -$4.06K – 3114
2023
Q2 		$4.06K Sell
116
-266
-70% -$9.11K ﹤0.01% 2347
2023
Q1 		$12.8K Hold
382
– – ﹤0.01% 1912
2022
Q4 		$12K Buy
+382
New +$12.6K ﹤0.01% 1875
2021
Q4 		– Sell
-45
Closed -$2K – 3733
2021
Q3 		$2K Hold
45
– – ﹤0.01% 3382
2021
Q2 		$2K Sell
45
-28,048
-100% -$1.14M ﹤0.01% 3445
2021
Q1 		$1.09M Buy
+28,093
New +$1.09M 0.04% 390

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

Harbour Investments's WTMF Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 21% in Q1 2026, buying an estimated $124K and bringing the position to 18,104 shares worth $718K. The position accounts for 0.01% of the portfolio, ranked #890.

Harbour Investments first reported a position in WTMF in Q1 2021 and has held it in 16 quarters since. The position peaked at $1.09M in Q1 2021. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Harbour Investments held 18,104 shares of WisdomTree Managed Futures Strategy Fund worth $718K as of Q1 2026.
  • Harbour Investments bought 3,175 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $124K.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #890 holding.
  • Harbour Investments first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2021 and has held it in 16 quarters since.
  • Harbour Investments's WisdomTree Managed Futures Strategy Fund position peaked at $1.09M in Q1 2021.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.