Who owns WTMF?
WisdomTree Managed Futures Strategy Fund · WisdomTree
84 institutions reported holding WTMF, worth $191.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WTMF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $46.9M | 1,147,194 | +39,036 shares |
| LPL Financial LLC | Fort Mill, SC | $20.5M | 502,047 | +25,736 shares |
| Tidemark, LLC | San Diego, CA | $17.7M | 432,433 | +24,617 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $12.9M | 315,199 | −4,049 shares |
| Stewardship Advisors, LLC | Mount Joy, PA | $11.9M | 291,438 | +9,360 shares |
| Cetera Investment Advisers | Schaumburg, IL | $11.3M | 276,616 | +7,484 shares |
| Earned Wealth Advisors, LLC | Walnut Creek, CA | $11.2M | 273,756 | +856 shares |
| Stillwater Private Wealth, LLC | Glen Mills, PA | $7.0M | 168,608 | New position |
| Avestar Capital, LLC | New York, NY | $5.4M | 131,519 | +4,815 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.1M | 76,053 | +9,128 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WTMF?
84 institutional managers reported holding WTMF in Form 13F filings for June 30, 2026, worth $191.3M in total. The largest reported position was held by Morgan Stanley, at $46.9M.
Did institutions buy or sell WTMF last quarter?
Reported 13F value rose 13.2% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WTMF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.