Sowell Financial Services
WTMF icon

Sowell Financial Services’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Sowell Financial Services’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 		$389K Sell
9,519
-51
-0.5% -$2.08K 0.01% 760
2026
Q1 		$380K Buy
9,570
+1,789
+23% +$69.9K 0.01% 739
2025
Q4 		$296K Buy
7,781
+1,245
+19% +$47.6K 0.01% 840
2025
Q3 		$248K Sell
6,536
-90
-1% -$3.29K 0.01% 898
2025
Q2 		$234K Buy
+6,626
New +$228K 0.01% 894

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
OneDigital Investment Advisors
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 22.9% 1-Year Est. Return

Sowell Financial Services's WTMF Position: Q2 2026 in Review

Sowell Financial Services reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 0.53% in Q2 2026, selling an estimated $2.08K and leaving 9,519 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #760.

Sowell Financial Services first reported a position in WTMF in Q2 2025 and has held it in 5 quarters since. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Sowell Financial Services held 9,519 shares of WisdomTree Managed Futures Strategy Fund worth $389K as of Q2 2026.
  • Sowell Financial Services sold 51 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $2.08K.
  • WisdomTree Managed Futures Strategy Fund made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #760 holding.
  • Sowell Financial Services first reported a position in WisdomTree Managed Futures Strategy Fund in Q2 2025 and has held it in 5 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.