VAS
WTMF icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $435M AUM 13.65% 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 $1.46B AUM 31.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return