Steward Partners Investment Advisory’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Steward Partners Investment Advisory’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	$51.1K	Hold	1,250	–	–	﹤0.01%	2930
2026 Q1	$49.6K	Buy	+1,250	New	+$48.9K	﹤0.01%	2786
2023 Q4	–	Sell	-31	Closed	-$1.09K	–	3590
2023 Q3	$1.09K	Sell	31 -225	-88%	-$7.89K	﹤0.01%	3174
2023 Q2	$8.96K	Buy	256 +225	+726%	+$7.71K	﹤0.01%	2609
2023 Q1	$1.04K	Sell	31 -400	-93%	-$13K	﹤0.01%	3116
2022 Q4	$13.6K	Hold	431	–	–	﹤0.01%	2426
2022 Q3	$15K	Hold	431	–	–	﹤0.01%	2366
2022 Q2	$15K	Hold	431	–	–	﹤0.01%	2360
2022 Q1	$15K	Hold	431	–	–	﹤0.01%	2505
2021 Q4	$15K	Sell	431 -175	-29%	-$6.34K	﹤0.01%	2454
2021 Q3	$25K	Hold	606	–	–	﹤0.01%	2231
2021 Q2	$25K	Sell	606 -7	-1%	-$284	﹤0.01%	4731
2021 Q1	$23.9K	Buy	613 +31	+5%	+$1.2K	﹤0.01%	2389
2020 Q4	$22K	Sell	582 -371	-39%	-$13.3K	﹤0.01%	2025
2020 Q3	$33K	Sell	953 -341	-26%	-$12K	﹤0.01%	1688
2020 Q2	$45K	Hold	1,294	–	–	﹤0.01%	1462
2020 Q1	$46K	Hold	1,294	–	–	﹤0.01%	1299
2019 Q4	$48K	Sell	1,294 -2,293	-64%	-$86.1K	﹤0.01%	1416
2019 Q3	$136K	Sell	3,587 -4,266	-54%	-$164K	﹤0.01%	970
2019 Q2	$296K	Sell	7,853 -29,934	-79%	-$1.16M	0.01%	699
2019 Q1	$1.47M	Sell	37,787 -22,072	-37%	-$853K	0.06%	285
2018 Q4	$2.32M	Buy	+59,859	New	+$2.41M	0.11%	200
2017 Q3	–	Sell	-71	Closed	-$2K	–	1774
2017 Q2	$2K	Hold	71	–	–	﹤0.01%	1452
2017 Q1	$2K	Buy	+71	New	+$2.86K	﹤0.01%	1336

Other funds holding WTMF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Partners Investment Advisory's WTMF Position: Q2 2026 in Review

Steward Partners Investment Advisory held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2026 at 1,250 shares worth $51.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2930.

Steward Partners Investment Advisory first reported a position in WTMF in Q1 2017 and has held it in 24 quarters since. The position peaked at $2.32M in Q4 2018. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Steward Partners Investment Advisory held 1,250 shares of WisdomTree Managed Futures Strategy Fund worth $51.1K as of Q2 2026.
Steward Partners Investment Advisory left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2930 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2017 and has held it in 24 quarters since.
Steward Partners Investment Advisory's WisdomTree Managed Futures Strategy Fund position peaked at $2.32M in Q4 2018.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.