We are live on ! Find out more
WTMF icon

WisdomTree Managed Futures Strategy Fund

81 hedge funds and large institutions have $170M invested in WisdomTree Managed Futures Strategy Fund in 2026 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

6% more capital invested

Capital invested by funds: $161M → $170M (+$9.88M)

5% more funds holding

Funds holding: 7781 (+4)

4.08% less ownership

Funds ownership: 83.61%79.53% (-4.1%)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
33
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
26
Advisor Resource Council
Texas
$735K +$119K +3,040 +20%
UBS AM
27
UBS AM
Illinois
$720K +$710K +18,155 New
HI
28
Harbour Investments
Wisconsin
$718K +$124K +3,175 +21%
JP Morgan Chase
29
JP Morgan Chase
New York
$715K +$18.7K +478 +3%
SP
30
Sequent Planning
Nebraska
$703K +$13.1K +335 +2%
EWM
31
Endowment Wealth Management
Wisconsin
$679K -$14.3K -366 -2%
Stifel Financial
32
Stifel Financial
Missouri
$656K +$13.9K +355 +2%
AWP
33
Axis Wealth Partners
Rhode Island
$649K +$33.6K +859 +6%
CFG
34
Cooper Financial Group
California
$636K -$9.3K -238 -1%
CL
35
CSS LLC
Illinois
$601K
VA
36
VestGen Advisors
Illinois
$571K +$10.3K +263 +2%
AWA
37
Arkadios Wealth Advisors
Georgia
$570K -$1.78M -45,559 -76%
PFG
38
PAX Financial Group
Texas
$565K +$2.19K +56 +0.4%
AA
39
Armis Advisers
Georgia
$478K -$27.2K -696 -6%
AWM
40
Austin Wealth Management
Texas
$422K -$159K -4,075 -28%
P
41
&Partners
Tennessee
$407K -$41.9K -1,072 -9%
RFG
42
REAP Financial Group
Texas
$386K -$63K -1,612 -14%
CAM
43
Clarity Asset Management
Iowa
$384K +$378K +9,663 New
SFS
44
Sowell Financial Services
Arkansas
$380K +$69.9K +1,789 +23%
AW
45
Alteri Wealth
California
$376K
CWM
46
Centric Wealth Management
Illinois
$369K -$19.7K -505 -5%
BPA
47
Beacon Pointe Advisors
California
$364K +$359K +9,183 New
HBS
48
Howard Bailey Securities
Indiana
$359K -$6.22K -159 -2%
DWS
49
Discipline Wealth Solutions
South Carolina
$327K -$143K -3,662 -31%
IWP
50
Invenio Wealth Partners
Florida
$302K