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Litman Gregory Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Litman Gregory Wealth Management’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
2025
Q4 		$132K Buy
+3,470
New +$133K 0.01% 166

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
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
T
Tidemark San Diego, California $444M AUM 19.12% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Arkadios Wealth Advisors
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Litman Gregory Wealth Management's WTMF Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q4 2025: 3,470 shares worth $132K. The stake represents 0.01% of the portfolio and ranks #166 among its holdings.

78 funds tracked by Wall St. Rank hold WTMF as of Q4 2025.

  • Litman Gregory Wealth Management held 3,470 shares of WisdomTree Managed Futures Strategy Fund worth $132K as of Q4 2025.
  • WisdomTree Managed Futures Strategy Fund was a new Litman Gregory Wealth Management position in Q4 2025.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #166 holding.
  • 78 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.