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Simplicity Wealth’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Simplicity Wealth’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 		$230K Buy
+5,628
New +$229K 0.01% 932

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

Simplicity Wealth's WTMF Position: Q2 2026 in Review

Simplicity Wealth opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026: 5,628 shares worth $230K. The stake represents 0.01% of the portfolio and ranks #932 among its holdings.

84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Simplicity Wealth held 5,628 shares of WisdomTree Managed Futures Strategy Fund worth $230K as of Q2 2026.
  • WisdomTree Managed Futures Strategy Fund was a new Simplicity Wealth position in Q2 2026.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #932 holding.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.