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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tidemark San Diego, California $393M AUM 16.18% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial's WTMF Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 40% in Q1 2026, selling an estimated $980K and leaving 37,898 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3564.

Raymond James Financial first reported a position in WTMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.39M in Q4 2025. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

Raymond James Financial held 37,898 shares of WisdomTree Managed Futures Strategy Fund worth $1.5M as of Q1 2026.
Raymond James Financial sold 25,075 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $980K.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3564 holding.
Raymond James Financial first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's WisdomTree Managed Futures Strategy Fund position peaked at $2.39M in Q4 2025.
81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.