Integrated Wealth Concepts’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Integrated Wealth Concepts’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	$176K	Buy	+4,301	New	+$175K	﹤0.01%	2420

Other funds holding WTMF

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

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

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

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

SPW

Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Concepts's WTMF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026: 4,301 shares worth $176K. The stake represents ﹤0.01% of the portfolio and ranks #2420 among its holdings.

84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Integrated Wealth Concepts held 4,301 shares of WisdomTree Managed Futures Strategy Fund worth $176K as of Q2 2026.
WisdomTree Managed Futures Strategy Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2420 holding.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.