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Vestmark Advisory Solutions’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Vestmark Advisory Solutions’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 		$2.06M Hold
50,399
– – 0.02% 705
2026
Q1 		$2M Buy
50,399
+2,819
+6% +$110K 0.02% 625
2025
Q4 		$1.81M Buy
47,580
+2,887
+6% +$110K 0.02% 612
2025
Q3 		$1.69M Sell
44,693
-37,725
-46% -$1.38M 0.03% 439
2025
Q2 		$2.91M Buy
82,418
+49,189
+148% +$1.69M 0.04% 308
2025
Q1 		$1.13M Buy
+33,229
New +$1.16M 0.03% 380

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

Vestmark Advisory Solutions's WTMF Position: Q2 2026 in Review

Vestmark Advisory Solutions held its WisdomTree Managed Futures Strategy Fund (WTMF) position steady in Q2 2026 at 50,399 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #705.

Vestmark Advisory Solutions first reported a position in WTMF in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.91M in Q2 2025. 84 funds tracked by Wall St. Rank hold WTMF as of Q2 2026.

  • Vestmark Advisory Solutions held 50,399 shares of WisdomTree Managed Futures Strategy Fund worth $2.06M as of Q2 2026.
  • Vestmark Advisory Solutions left its WisdomTree Managed Futures Strategy Fund share count unchanged in Q2 2026.
  • WisdomTree Managed Futures Strategy Fund made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #705 holding.
  • Vestmark Advisory Solutions first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2025 and has held it in 6 quarters since.
  • Vestmark Advisory Solutions's WisdomTree Managed Futures Strategy Fund position peaked at $2.91M in Q2 2025.
  • 84 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.