WisdomTree Managed Futures Strategy Fund
WTMF
67 hedge funds and large institutions have $130M invested in WisdomTree Managed Futures Strategy Fund in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 15 closing their positions.
2.12% more ownership
Funds ownership: 80.72% → 82.84% (+2.1%)
7% less funds holding
Funds holding: 72 → 67 (-5)
12% less capital invested
Capital invested by funds: $148M → $130M (-$18M)
27% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 15
30% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 30
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.33M |
| 2 |
SA
Stewardship Advisors
Mount Joy,
Pennsylvania
|
+$1.27M |
| 3 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
+$1.16M |
| 4 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$1.13M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.93M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.44M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.35M |
| 4 |
RT
Rockland Trust
Hanover,
Massachusetts
|
-$2.06M |
| 5 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
-$1.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
76
Avior Wealth Management
Omaha,
Nebraska
| – | -$136K | -3,880 | Closed |
|
|
FFA
77
Farther Finance Advisors
San Francisco,
California
| – | -$76.8K | -2,200 | Closed |
|
|
SAM
78
Synergy Asset Management
Vancouver,
Washington
| – | -$64.8K | -1,823 | Closed |
|
|
FWM
79
FLP Wealth Management
Bentonville,
Arkansas
| – | -$10.9K | -313 | Closed |
|
|
TSMHT
80
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| – | -$4.61K | -132 | Closed |
|
81
Bank of America
Charlotte,
North Carolina
| – | -$873 | -25 | Closed |
|
|
CA
82
Continuum Advisory
Eagle,
Idaho
| – | -$67 | -2 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$35 | -1 | Closed |
|
WTMF Hedge Fund Activity: Q1 2025 in Review
67 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2025, worth a combined $130M — down 12% from $148M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of WTMF and 11 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 21 added.
The largest buyer was Envestnet Asset Management, adding an estimated $1.33M. The largest seller was Morgan Stanley, cutting an estimated $6.93M.
- 67 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2025, down from 72 in Q4 2024.
- Funds reported $130M of WisdomTree Managed Futures Strategy Fund stock for Q1 2025, down 12% quarter-over-quarter.
- 11 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2025 and 15 closed out, a net change of -4 holders.
- The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2025 was Envestnet Asset Management, an estimated $1.33M added.
- The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2025 was Morgan Stanley, an estimated $6.93M sold.
Based on aggregated 13F filings for Q1 2025.