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Washington Trust Bank’s WisdomTree Managed Futures Strategy Fund WTMF Stock Holding History

Washington Trust Bank’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 		$287K Sell
7,220
-5,761
-44% -$225K 0.02% 174
2025
Q4 		$494K Buy
12,981
+15
+0.1% +$573 0.03% 142
2025
Q3 		$491K Sell
12,966
-18,180
-58% -$664K 0.04% 136
2025
Q2 		$1.1M Sell
31,146
-6,244
-17% -$215K 0.09% 104
2025
Q1 		$1.28M Sell
37,390
-24,433
-40% -$850K 0.13% 92
2024
Q4 		$2.16M Sell
61,823
-58,016
-48% -$2.06M 0.21% 75
2024
Q3 		$4.26M Buy
119,839
+77,963
+186% +$2.79M 0.41% 55
2024
Q2 		$1.52M Sell
41,876
-39,114
-48% -$1.44M 0.15% 81
2024
Q1 		$3.04M Sell
80,990
-13,770
-15% -$494K 0.29% 62
2023
Q4 		$3.32M Buy
94,760
+74,277
+363% +$2.57M 0.29% 66
2023
Q3 		$721K Sell
20,483
-17,702
-46% -$621K 0.08% 105
2023
Q2 		$1.34M Sell
38,185
-9,821
-20% -$337K 0.14% 84
2023
Q1 		$1.61M Buy
48,006
+8,014
+20% +$260K 0.17% 79
2022
Q4 		$1.26M Buy
39,992
+33,031
+475% +$1.09M 0.14% 94
2022
Q3 		$239K Sell
6,961
-19,513
-74% -$680K 0.03% 190
2022
Q2 		$929K Sell
26,474
-60,881
-70% -$2.18M 0.12% 101
2022
Q1 		$3.14M Sell
87,355
-475,896
-84% -$16.8M 0.36% 58
2021
Q4 		$20M Buy
+563,251
New +$20.4M 1.93% 10
2014
Q2 		– Sell
-95
Closed -$4K – 880
2014
Q1 		$4K Buy
+95
New +$3.89K ﹤0.01% 764

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 $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 $1.56B 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

Washington Trust Bank's WTMF Position: Q1 2026 in Review

Washington Trust Bank reduced its WisdomTree Managed Futures Strategy Fund (WTMF) stake by 44% in Q1 2026, selling an estimated $225K and leaving 7,220 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #174.

Washington Trust Bank first reported a position in WTMF in Q1 2014 and has held it in 19 quarters since. The position peaked at $20M in Q4 2021. 81 funds tracked by Wall St. Rank hold WTMF as of Q1 2026.

  • Washington Trust Bank held 7,220 shares of WisdomTree Managed Futures Strategy Fund worth $287K as of Q1 2026.
  • Washington Trust Bank sold 5,761 WisdomTree Managed Futures Strategy Fund shares in Q1 2026, an estimated $225K.
  • WisdomTree Managed Futures Strategy Fund made up 0.02% of Washington Trust Bank's portfolio in Q1 2026, its #174 holding.
  • Washington Trust Bank first reported a position in WisdomTree Managed Futures Strategy Fund in Q1 2014 and has held it in 19 quarters since.
  • Washington Trust Bank's WisdomTree Managed Futures Strategy Fund position peaked at $20M in Q4 2021.
  • 81 funds tracked by Wall St. Rank held WisdomTree Managed Futures Strategy Fund as of Q1 2026.

Based on Washington Trust Bank's 13F filing for Q1 2026, filed 7 May 2026.