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WisdomTree Managed Futures Strategy Fund
WTMF

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: 77 → 81 (+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
–

Top Buyers

1
T
Tidemark
California
+$6.13M
2
Wells Fargo
Wells Fargo
California
+$1.08M
3
LPL Financial
LPL Financial
California
+$1.01M
4
KWA
Kingswood Wealth Advisors
California
+$864K
5
FEG
Financial Enhancement Group
Indiana
+$838K

Top Sellers

1
OIA
OneDigital Investment Advisors
Kansas
-$5.59M
2
AWA
Arkadios Wealth Advisors
Georgia
-$1.78M
3
KAS
Kestra Advisory Services
Texas
-$991K
4
Raymond James Financial
Raymond James Financial
Florida
-$980K
5
Morgan Stanley
Morgan Stanley
New York
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44M -$877K -22,432 -2%
LPL Financial
2
LPL Financial
California
$18.9M +$1.01M +25,954 +6%
T
3
Tidemark
California
$16.2M +$6.13M +156,826 +62%
OIA
4
OneDigital Investment Advisors
Kansas
$12.7M -$5.59M -142,993 -31%
SA
5
Stewardship Advisors
Pennsylvania
$11.2M +$94.5K +2,416 +0.9%
CPA
6
Capital Performance Advisors
California
$10.8M +$438K +11,212 +4%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.7M +$250K +6,399 +2%
AC
8
Avestar Capital
New York
$5.03M -$97.7K -2,499 -2%
Wells Fargo
9
Wells Fargo
California
$2.69M +$1.08M +27,562 +69%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.66M +$287K +7,332 +12%
VAS
11
Vestmark Advisory Solutions
Massachusetts
$2M +$110K +2,819 +6%
KWA
12
Kingswood Wealth Advisors
California
$1.91M +$864K +22,112 +85%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.6M +$167K +4,260 +12%
EFG
14
Ethos Financial Group
Pennsylvania
$1.52M -$977 -25 -0.1%
Raymond James Financial
15
Raymond James Financial
Florida
$1.5M -$980K -25,075 -40%
CM
16
Columbus Macro
Pennsylvania
$1.48M +$129K +3,294 +10%
EA
17
Efficient Advisors
Ohio
$1.4M +$15.2K +388 +1%
AAS
18
Asset Allocation Strategies
Michigan
$1.25M +$25.2K +645 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.23M +$370K +9,452 +44%
CWM
20
Comprehensive Wealth Management
Washington
$1.18M +$114K +2,904 +11%
PAG
21
Private Advisor Group
New Jersey
$956K +$14.9K +380 +2%
GWMIA
22
Global Wealth Management Investment Advisory
Florida
$918K +$19.9K +508 +2%
FEG
23
Financial Enhancement Group
Indiana
$864K +$838K +21,426 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$806K +$794K +20,311 New
EAM
25
Empirical Asset Management
Massachusetts
$738K +$33.5K +858 +5%
1
2 3 4

WTMF Hedge Fund Activity: Q1 2026 in Review

81 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Managed Futures Strategy Fund (WTMF) for Q1 2026, worth a combined $170M — up 6.2% from $161M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WTMF positions and 8 closed out — a net gain of 7 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Tidemark, adding an estimated $6.13M. The largest seller was OneDigital Investment Advisors, cutting an estimated $5.59M.

  • 81 institutional investors held WisdomTree Managed Futures Strategy Fund (WTMF) as of Q1 2026, up from 77 in Q4 2025.
  • Funds reported $170M of WisdomTree Managed Futures Strategy Fund stock for Q1 2026, up 6.2% quarter-over-quarter.
  • 15 funds opened new WisdomTree Managed Futures Strategy Fund positions in Q1 2026 and 8 closed out, a net change of +7 holders.
  • The largest WisdomTree Managed Futures Strategy Fund buyer in Q1 2026 was Tidemark, an estimated $6.13M added.
  • The largest WisdomTree Managed Futures Strategy Fund seller in Q1 2026 was OneDigital Investment Advisors, an estimated $5.59M sold.

Based on aggregated 13F filings for Q1 2026.