RFG
WTMF icon

REAP Financial Group’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

REAP Financial Group’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 		$280K Sell
6,845
-2,875
-30% -$117K 0.05% 100
2026
Q1 		$386K Sell
9,720
-1,612
-14% -$63K 0.08% 81
2025
Q4 		$431K Sell
11,332
-246
-2% -$9.4K 0.09% 79
2025
Q3 		$439K Sell
11,578
-350
-3% -$12.8K 0.1% 70
2025
Q2 		$421K Sell
11,928
-763
-6% -$26.3K 0.1% 74
2025
Q1 		$433K Sell
12,691
-2,789
-18% -$97.1K 0.11% 72
2024
Q4 		$541K Sell
15,480
-2,327
-13% -$82.7K 0.13% 66
2024
Q3 		$633K Sell
17,807
-1,848
-9% -$66.2K 0.16% 63
2024
Q2 		$713K Sell
19,655
-5,289
-21% -$194K 0.19% 61
2024
Q1 		$935K Sell
24,944
-3,454
-12% -$124K 0.26% 61
2023
Q4 		$996K Buy
+28,398
New +$982K 0.29% 55

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

REAP Financial Group's WTMF Position: Q2 2026 in Review

REAP Financial Group reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 30% in Q2 2026, selling an estimated $117K and leaving 6,845 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #100.

REAP Financial Group first reported a position in WTMF in Q4 2023 and has held it in 11 quarters since. The position peaked at $996K in Q4 2023. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • REAP Financial Group held 6,845 shares of WisdomTree Managed Futures Strategy Fund worth $280K as of Q2 2026.
  • REAP Financial Group sold 2,875 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $117K.
  • WisdomTree Managed Futures Strategy Fund made up 0.05% of REAP Financial Group's portfolio in Q2 2026, its #100 holding.
  • REAP Financial Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's WisdomTree Managed Futures Strategy Fund position peaked at $996K in Q4 2023.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.