Smartleaf Asset Management’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Smartleaf Asset 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	$2.52K	Hold	64	–	–	﹤0.01%	2895
2025 Q4	$2.45K	Hold	64	–	–	﹤0.01%	2927
2025 Q3	$2.42K	Hold	64	–	–	﹤0.01%	2562
2025 Q2	$2.26K	Hold	64	–	–	﹤0.01%	2303
2025 Q1	$2.2K	Buy	64 +6	+10%	+$209	﹤0.01%	2449
2024 Q4	$2.01K	Hold	58	–	–	﹤0.01%	2539
2024 Q3	$2.06K	Hold	58	–	–	﹤0.01%	2461
2024 Q2	$2.1K	Hold	58	–	–	﹤0.01%	2209
2024 Q1	$2.17K	Hold	58	–	–	﹤0.01%	1455
2023 Q4	$2.03K	Buy	+58	New	+$2.01K	﹤0.01%	960

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 $1.79B AUM 33.8% 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

Smartleaf Asset Management's WTMF Position: Q1 2026 in Review

Smartleaf Asset Management held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q1 2026 at 64 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2895.

Smartleaf Asset Management first reported a position in WTMF in Q4 2023 and has held it in 10 quarters since. 82 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

Smartleaf Asset Management held 64 shares of WisdomTree Managed Futures Strategy Fund worth $2.52K as of Q1 2026.
Smartleaf Asset Management left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q1 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2895 holding.
Smartleaf Asset Management first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2023 and has held it in 10 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.