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

UBS Group’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 		$16.8K Buy
+423
New +$16.5K ﹤0.01% 8054
2025
Q4 		– Sell
-36
Closed -$1.36K – 11240
2025
Q3 		$1.36K Buy
36
+35
+3,500% +$1.28K ﹤0.01% 9365
2025
Q2 		$35 Buy
+1
New +$34 ﹤0.01% 10080
2024
Q2 		– Sell
-51
Closed -$1.91K – 10171
2024
Q1 		$1.91K Sell
51
-1,572
-97% -$56.4K ﹤0.01% 8022
2023
Q4 		$56.9K Buy
+1,623
New +$56.1K ﹤0.01% 6469
2023
Q2 		– Sell
-863
Closed -$29K – 9734
2023
Q1 		$29K Buy
+863
New +$28K ﹤0.01% 6825
2022
Q2 		– Sell
-312
Closed -$11K – 11014
2022
Q1 		$11K Sell
312
-1,726
-85% -$61K ﹤0.01% 8326
2021
Q4 		$72K Buy
+2,038
New +$73.9K ﹤0.01% 6602
2021
Q3 		– Sell
-1,866
Closed -$78K – 10141
2021
Q2 		$78K Buy
1,866
+647
+53% +$26.3K ﹤0.01% 6073
2021
Q1 		$47K Sell
1,219
-1,868
-61% -$72.3K ﹤0.01% 6632
2020
Q4 		$114K Buy
3,087
+1,526
+98% +$54.5K ﹤0.01% 5605
2020
Q3 		$54K Sell
1,561
-493
-24% -$17.3K ﹤0.01% 5594
2020
Q2 		$72K Sell
2,054
-193
-9% -$6.85K ﹤0.01% 5573
2020
Q1 		$81K Sell
2,247
-1,219
-35% -$44.1K ﹤0.01% 5462
2019
Q4 		$128K Buy
3,466
+2,730
+371% +$102K ﹤0.01% 5875
2019
Q3 		$28K Sell
736
-2,092
-74% -$80.2K ﹤0.01% 6533
2019
Q2 		$107K Buy
2,828
+422
+18% +$16.4K ﹤0.01% 5331
2019
Q1 		$94K Sell
2,406
-777
-24% -$30K ﹤0.01% 5111
2018
Q4 		$124K Sell
3,183
-286
-8% -$11.5K ﹤0.01% 5352
2018
Q3 		$141K Sell
3,469
-3,367
-49% -$136K ﹤0.01% 5307
2018
Q2 		$273K Sell
6,836
-534
-7% -$21.3K ﹤0.01% 4743
2018
Q1 		$291K Sell
7,370
-1,078
-13% -$43K ﹤0.01% 4536
2017
Q4 		$339K Buy
8,448
+448
+6% +$17.6K ﹤0.01% 4564
2017
Q3 		$310K Sell
8,000
-34,000
-81% -$1.32M ﹤0.01% 4543
2017
Q2 		$1.64M Buy
42,000
+1,085
+3% +$43K ﹤0.01% 3186
2017
Q1 		$1.63M Sell
40,915
-27,472
-40% -$1.11M ﹤0.01% 3128
2016
Q4 		$2.83M Buy
68,387
+2,806
+4% +$117K ﹤0.01% 2600
2016
Q3 		$2.76M Buy
65,581
+20,862
+47% +$871K ﹤0.01% 2553
2016
Q2 		$1.9M Buy
44,719
+12,405
+38% +$527K ﹤0.01% 2814
2016
Q1 		$1.35M Sell
32,314
-4,208
-12% -$177K ﹤0.01% 3015
2015
Q4 		$1.53M Sell
36,522
-1,109
-3% -$46.2K ﹤0.01% 3053
2015
Q3 		$1.56M Sell
37,631
-79,376
-68% -$3.29M ﹤0.01% 2970
2015
Q2 		$5M Buy
117,007
+4,709
+4% +$206K ﹤0.01% 2079
2015
Q1 		$4.97M Buy
112,298
+79,240
+240% +$3.47M ﹤0.01% 2077
2014
Q4 		$1.44M Buy
+33,058
New +$1.44M ﹤0.01% 3234

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

UBS Group's WTMF Position: Q1 2026 in Review

UBS Group opened a new position in WisdomTree Managed Futures Strategy Fund (WTMF) in Q1 2026: 423 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #8054 among its holdings. This is a return to the name: UBS Group previously reported a position in WTMF as recently as Q3 2025.

UBS Group first reported a position in WTMF in Q4 2014 and has held it in 35 quarters since. The position peaked at $5M in Q2 2015. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • UBS Group held 423 shares of WisdomTree Managed Futures Strategy Fund worth $16.8K as of Q1 2026.
  • WisdomTree Managed Futures Strategy Fund was a new UBS Group position in Q1 2026.
  • WisdomTree Managed Futures Strategy Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8054 holding.
  • UBS Group first reported a position in WisdomTree Managed Futures Strategy Fund in Q4 2014 and has held it in 35 quarters since.
  • UBS Group's WisdomTree Managed Futures Strategy Fund position peaked at $5M in Q2 2015.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.