SWM
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SHP Wealth Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

SHP Wealth Management’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 		$476 Hold
12
– – ﹤0.01% 1624
2025
Q4 		$456 Buy
+12
New +$458 ﹤0.01% 1380

Other funds holding WTMF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SHP Wealth Management's WTMF Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q1 2026 at 12 shares worth $476. The position accounts for ﹤0.01% of the portfolio, ranked #1624.

SHP Wealth Management first reported a position in WTMF in Q4 2025 and has held it in 2 quarters since. 82 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • SHP Wealth Management held 12 shares of WisdomTree Managed Futures Strategy Fund worth $476 as of Q1 2026.
  • SHP Wealth Management left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q1 2026.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1624 holding.
  • SHP Wealth Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 2 quarters since.
  • 82 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.