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 Q2	$1.08M	Buy	+26,477	New	+$1.08M	﹤0.01%	1767
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 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

Kestra Advisory Services's WTMF Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026: 26,477 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #1767 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in WTMF as recently as Q4 2025.

Kestra Advisory Services first reported a position in WTMF in Q3 2023 and has held it in 11 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Kestra Advisory Services held 26,477 shares of WisdomTree Managed Futures Strategy Fund worth $1.08M as of Q2 2026.
WisdomTree Managed Futures Strategy Fund was a new Kestra Advisory Services position in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1767 holding.
Kestra Advisory Services first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2023 and has held it in 11 quarters since.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.