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Strategic Wealth Partners’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Strategic Wealth Partners’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 		$9.09K Buy
229
+9
+4% +$352 ﹤0.01% 914
2025
Q4 		$8.36K Sell
220
-15,228
-99% -$582K ﹤0.01% 932
2025
Q3 		$585K Buy
+15,448
New +$564K 0.04% 207

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
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 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

Strategic Wealth Partners's WTMF Position: Q1 2026 in Review

Strategic Wealth Partners increased its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 4.1% in Q1 2026, buying an estimated $352 and bringing the position to 229 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Strategic Wealth Partners first reported a position in WTMF in Q3 2025 and has held it in 3 quarters since. The position peaked at $585K in Q3 2025. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Strategic Wealth Partners held 229 shares of WisdomTree Managed Futures Strategy Fund worth $9.09K as of Q1 2026.
  • Strategic Wealth Partners bought 9 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $352.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #914 holding.
  • Strategic Wealth Partners first reported a position in WisdomTree Managed Futures Strategy Fund in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's WisdomTree Managed Futures Strategy Fund position peaked at $585K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.