KIC
WAMA

Kensington Investment Counsel’s WisdomTree US Adaptive Moving Average Fund WAMA Stock Holding History

Kensington Investment Counsel’s Portfolio WAMA Stock Details WAMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$208K Buy
+7,951
New +$203K 0.09% 84

Other funds holding WAMA

HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
AMPWP
Alvarez & Marsal Private Wealth Partners West Palm Beach, Florida $759M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kensington Investment Counsel's WAMA Position: Q2 2026 in Review

Kensington Investment Counsel opened a new position in WisdomTree US Adaptive Moving Average Fund (WAMA) in Q2 2026: 7,951 shares worth $208K. The stake represents 0.09% of the portfolio and ranks #84 among its holdings.

5 funds tracked by Wall St. Rank hold WAMA as of Q2 2026.

  • Kensington Investment Counsel held 7,951 shares of WisdomTree US Adaptive Moving Average Fund worth $208K as of Q2 2026.
  • WisdomTree US Adaptive Moving Average Fund was a new Kensington Investment Counsel position in Q2 2026.
  • WisdomTree US Adaptive Moving Average Fund made up 0.09% of Kensington Investment Counsel's portfolio in Q2 2026, its #84 holding.
  • 5 funds tracked by Wall St. Rank held WisdomTree US Adaptive Moving Average Fund as of Q2 2026.

Based on Kensington Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.