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

Stifel Financial’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 		$1.04M Buy
25,539
+9,005
+54% +$367K ﹤0.01% 2524
2026
Q1 		$656K Buy
16,534
+355
+2% +$13.9K ﹤0.01% 2698
2025
Q4 		$615K Buy
+16,179
New +$618K ﹤0.01% 2742

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
OIA
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 22.96% 1-Year Est. Return

Stifel Financial's WTMF Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 54% in Q2 2026, buying an estimated $367K and bringing the position to 25,539 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Stifel Financial first reported a position in WTMF in Q4 2025 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Stifel Financial held 25,539 shares of WisdomTree Managed Futures Strategy Fund worth $1.04M as of Q2 2026.
  • Stifel Financial bought 9,005 WisdomTree Managed Futures Strategy Fund shares in Q2 2026, an estimated $367K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2524 holding.
  • Stifel Financial first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.