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Sequent Planning’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Sequent Planning’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 		$766K Buy
18,763
+1,056
+6% +$43K 0.16% 113
2026
Q1 		$703K Buy
17,707
+335
+2% +$13.1K 0.17% 105
2025
Q4 		$660K Buy
17,372
+1,444
+9% +$55.2K 0.17% 103
2025
Q3 		$603K Buy
15,928
+1,377
+9% +$50.3K 0.17% 106
2025
Q2 		$514K Buy
14,551
+1,398
+11% +$48.2K 0.16% 88
2025
Q1 		$449K Buy
13,153
+60
+0.5% +$2.09K 0.16% 90
2024
Q4 		$457K Buy
13,093
+570
+5% +$20.3K 0.17% 84
2024
Q3 		$445K Buy
+12,523
New +$449K 0.15% 94

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

Sequent Planning's WTMF Position: Q2 2026 in Review

Sequent Planning increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 6% in Q2 2026, buying an estimated $43K and bringing the position to 18,763 shares worth $766K. The position accounts for 0.16% of the portfolio, ranked #113.

Sequent Planning first reported a position in WTMF in Q3 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Sequent Planning held 18,763 shares of WisdomTree Managed Futures Strategy Fund worth $766K as of Q2 2026.
  • Sequent Planning bought 1,056 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $43K.
  • WisdomTree Managed Futures Strategy Fund made up 0.16% of Sequent Planning's portfolio in Q2 2026, its #113 holding.
  • Sequent Planning first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and has held it in 8 quarters since.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.