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WTMF icon

&Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

&Partners’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 		$405K Sell
9,921
-343
-3% -$14K ﹤0.01% 1960
2026
Q1 		$407K Sell
10,264
-1,072
-9% -$41.9K ﹤0.01% 1812
2025
Q4 		$425K Buy
11,336
+557
+5% +$21.3K ﹤0.01% 1720
2025
Q3 		$408K Sell
10,779
-516
-5% -$18.8K ﹤0.01% 1585
2025
Q2 		$399K Sell
11,295
-1,892
-14% -$65.2K ﹤0.01% 1464
2025
Q1 		$453K Sell
13,187
-11,947
-48% -$416K ﹤0.01% 1182
2024
Q4 		$884K Sell
25,134
-7,123
-22% -$253K 0.01% 822
2024
Q3 		$1.15M Sell
32,257
-9,168
-22% -$328K 0.02% 526
2024
Q2 		$1.5M Buy
41,425
+11,312
+38% +$415K 0.07% 250
2024
Q1 		$1.13M Buy
+30,113
New +$1.08M 0.16% 137

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
T
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
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
SPW
Stillwater Private Wealth Glen Mills, Pennsylvania $153M AUM
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

&Partners's WTMF Position: Q2 2026 in Review

&Partners reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 3.3% in Q2 2026, selling an estimated $14K and leaving 9,921 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1960.

&Partners first reported a position in WTMF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.5M in Q2 2024. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • &Partners held 9,921 shares of WisdomTree Managed Futures Strategy Fund worth $405K as of Q2 2026.
  • &Partners sold 343 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $14K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1960 holding.
  • &Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2024 and has held it in 10 quarters since.
  • &Partners's WisdomTree Managed Futures Strategy Fund position peaked at $1.5M in Q2 2024.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.