KAS
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Kestra Advisory Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Kestra Advisory Services’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 		– Sell
-26,053
Closed -$991K – 4412
2025
Q4 		$991K Buy
26,053
+1,259
+5% +$48.1K ﹤0.01% 1658
2025
Q3 		$939K Sell
24,794
-888
-3% -$32.4K ﹤0.01% 1636
2025
Q2 		$907K Buy
25,682
+3,754
+17% +$129K ﹤0.01% 1543
2025
Q1 		$748K Buy
21,928
+3,970
+22% +$138K ﹤0.01% 1569
2024
Q4 		$627K Buy
17,958
+1,551
+9% +$55.2K ﹤0.01% 1718
2024
Q3 		$583K Hold
16,407
– – ﹤0.01% 1674
2024
Q2 		$595K Buy
16,407
+45
+0.3% +$1.65K ﹤0.01% 1660
2024
Q1 		$614K Hold
16,362
– – ﹤0.01% 1536
2023
Q4 		$574K Buy
16,362
+772
+5% +$26.7K ﹤0.01% 1438
2023
Q3 		$549K Buy
+15,590
New +$547K 0.01% 1325

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