Stillwater Private Wealth’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Stillwater Private Wealth’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	$7M	Buy	+168,608	New	+$6.87M	4.56%	7

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

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

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Stillwater Private Wealth's WTMF Position: Q2 2026 in Review

Stillwater Private Wealth opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q2 2026: 168,608 shares worth $7M. The stake represents 4.56% of the portfolio and ranks #7 among its holdings.

70 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

Stillwater Private Wealth held 168,608 shares of WisdomTree Managed Futures Strategy Fund worth $7M as of Q2 2026.
WisdomTree Managed Futures Strategy Fund was a new Stillwater Private Wealth position in Q2 2026.
WisdomTree Managed Futures Strategy Fund made up 4.56% of Stillwater Private Wealth's portfolio in Q2 2026, its #7 holding.
70 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.