NWA
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Navis Wealth Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Navis Wealth Advisors’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Hold
11,792
– – 0.14% 138
2025
Q4 		$249K Buy
+11,792
New +$249K 0.11% 154
2021
Q3 		– Sell
-14,326
Closed -$317K – 127
2021
Q2 		$317K Buy
+14,326
New +$311K 0.27% 70

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $393M AUM 23.31% 1-Year Est. Return
LWL
Leo Wealth LLC Hurst, Texas $1.38B AUM 17.29% 1-Year Est. Return
WW
Wright Wealth Atlanta, Georgia $149M AUM
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

Navis Wealth Advisors's GCC Position: Q1 2026 in Review

Navis Wealth Advisors held its WisdomTree Enhanced Commodity Strategy Fund (GCC) position steady in Q1 2026 at 11,792 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #138.

Navis Wealth Advisors first reported a position in GCC in Q2 2021 and has held it in 3 quarters since. The position peaked at $317K in Q2 2021. 70 funds tracked by Wall St. Rank hold GCC as of Q1 2026.

  • Navis Wealth Advisors held 11,792 shares of WisdomTree Enhanced Commodity Strategy Fund worth $282K as of Q1 2026.
  • Navis Wealth Advisors left its WisdomTree Enhanced Commodity Strategy Fund share count unchanged in Q1 2026.
  • WisdomTree Enhanced Commodity Strategy Fund made up 0.14% of Navis Wealth Advisors's portfolio in Q1 2026, its #138 holding.
  • Navis Wealth Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2021 and has held it in 3 quarters since.
  • Navis Wealth Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $317K in Q2 2021.
  • 70 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.