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
Q3 		$1.05M Sell
24,892
-647
-3% -$26.9K ﹤0.01% 2523
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Tidemark
Tidemark San Diego, California $460M AUM 11.19% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Stewardship Advisors
Stewardship Advisors Mount Joy, Pennsylvania $480M AUM 11.7% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.65B AUM 15.94% 1-Year Est. Return
Stillwater Private Wealth
Stillwater Private Wealth Glen Mills, Pennsylvania $155M AUM
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Ethos Financial Group
Ethos Financial Group King Of Prussia, Pennsylvania $1.88B AUM 15.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Stifel Financial's WTMF Position: Q3 2026 in Review

Stifel Financial reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 2.5% in Q3 2026, selling an estimated $26.9K and leaving 24,892 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2523.

Stifel Financial first reported a position in WTMF in Q4 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold WTMF as of Q3 2026.

  • Stifel Financial held 24,892 shares of WisdomTree Managed Futures Strategy Fund worth $1.05M as of Q3 2026.
  • Stifel Financial sold 647 WisdomTree Managed Futures Strategy Fund shares in Q3 2026, an estimated $26.9K.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #2523 holding.
  • Stifel Financial first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.