Raymond James Financial
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Raymond James Financial’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Raymond James Financial’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 		$1.52M Sell
37,268
-630
-2% -$25.7K ﹤0.01% 3692
2026
Q1 		$1.5M Sell
37,898
-25,075
-40% -$980K ﹤0.01% 3564
2025
Q4 		$2.39M Buy
62,973
+39,914
+173% +$1.52M ﹤0.01% 3116
2025
Q3 		$874K Sell
23,059
-24,485
-51% -$894K ﹤0.01% 3766
2025
Q2 		$1.68M Sell
47,544
-12,003
-20% -$414K ﹤0.01% 3223
2025
Q1 		$2.03M Buy
59,547
+1,395
+2% +$48.6K ﹤0.01% 2969
2024
Q4 		$2.03M Buy
+58,152
New +$2.07M ﹤0.01% 2962

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

Raymond James Financial's WTMF Position: Q2 2026 in Review

Raymond James Financial reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 1.7% in Q2 2026, selling an estimated $25.7K and leaving 37,268 shares worth $1.52M. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Raymond James Financial first reported a position in WTMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.39M in Q4 2025. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Raymond James Financial held 37,268 shares of WisdomTree Managed Futures Strategy Fund worth $1.52M as of Q2 2026.
  • Raymond James Financial sold 630 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $25.7K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3692 holding.
  • Raymond James Financial first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's WisdomTree Managed Futures Strategy Fund position peaked at $2.39M in Q4 2025.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.