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 Q2	$11.9M	Buy	291,438 +9,360	+3%	+$381K	2.47%	10
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 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stewardship Advisors's WTMF Position: Q2 2026 in Review

Stewardship Advisors increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 3.3% in Q2 2026, buying an estimated $381K and bringing the position to 291,438 shares worth $11.9M. The position accounts for 2.47% of the portfolio, ranked #10.

Stewardship Advisors first reported a position in WTMF in Q3 2024 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Stewardship Advisors held 291,438 shares of WisdomTree Managed Futures Strategy Fund worth $11.9M as of Q2 2026.
Stewardship Advisors bought 9,360 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $381K.
WisdomTree Managed Futures Strategy Fund made up 2.47% of Stewardship Advisors's portfolio in Q2 2026, its #10 holding.
Stewardship Advisors first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2024 and has held it in 8 quarters since.
84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.