SA
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Stewardship Advisors’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Stewardship Advisors’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 		$11.2M Buy
282,078
+2,416
+0.9% +$94.5K 2.57% 10
2025
Q4 		$10.6M Buy
279,662
+3,513
+1% +$134K 2.46% 11
2025
Q3 		$10.5M Buy
276,149
+5,760
+2% +$210K 2.47% 13
2025
Q2 		$9.55M Buy
270,389
+3,309
+1% +$114K 2.42% 13
2025
Q1 		$9.12M Buy
267,080
+36,540
+16% +$1.27M 2.46% 13
2024
Q4 		$8.05M Buy
230,540
+7,841
+4% +$279K 2.23% 10
2024
Q3 		$7.91M Buy
+222,699
New +$7.98M 2.23% 11

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 $377B AUM 19.32% 1-Year Est. Return
T
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
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 $1.56B AUM 31.38% 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 $374B AUM 17.66% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return