UBS AM
WTMF icon

UBS AM’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

UBS AM’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 		$742K Hold
18,155
– – ﹤0.01% 2429
2026
Q1 		$720K Buy
+18,155
New +$710K ﹤0.01% 2451

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

UBS AM's WTMF Position: Q2 2026 in Review

UBS AM held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2026 at 18,155 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

UBS AM first reported a position in WTMF in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • UBS AM held 18,155 shares of WisdomTree Managed Futures Strategy Fund worth $742K as of Q2 2026.
  • UBS AM left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2429 holding.
  • UBS AM first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2026 and has held it in 2 quarters since.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.