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WTMF — WISDOMTREE MGD FUTURES STRAT

Reported value held$50.54M
Funds holding (latest)6
Sector—
Funds holding (Q2 2026)4
Institutional value$50.54M · 1.24M sh
New / Add / Cut / Exit1 / 3 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +5.2% (+61.03K sh)
Institutional value change Up +8.3%

As of Q2 2026, 4 SEC-registered investment managers reported holding WTMF (WISDOMTREE MGD FUTURES STRAT) in their latest 13F filings, with a combined reported value of $50.54M across 1.24M shares. That is +5.2% by share count (+61.03K shares) versus the previous quarter, while reported value moved +8.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 3 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.15M $46.86M 0.00% Add
Wells Fargo & Co history 71.81K $2.93M 0.00% Add
JPMorgan Chase & Co history 17.65K $715.12K 0.00% New
UBS Group AG history 666 $27.21K 0.00% Add

Q1 2026 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.11M $43.98M 0.00% Reduce
Wells Fargo & Co history 67.71K $2.69M 0.00% Add
UBS Group AG history 423 $16.79K 0.00% New

Q4 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.13M $42.99M 0.00% Hold
Wells Fargo & Co history 40.14K $1.53M 0.00% Reduce
JPMorgan Chase & Co history 17.70K $672.86K 0.00% Reduce

Q3 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.13M $42.63M 0.00% Add
Wells Fargo & Co history 75.39K $2.86M 0.00% Reduce
JPMorgan Chase & Co history 21.71K $822.51K 0.00% Reduce
UBS Group AG history 36 $1.36K 0.00% Add

Q2 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.06M $37.33M 0.00% Add
Wells Fargo & Co history 78.63K $2.78M 0.00% Reduce
JPMorgan Chase & Co history 23.46K $828.37K 0.00% Reduce
UBS Group AG history 1 $35 0.00% New

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 1.02M $34.66M 0.00% Reduce
Wells Fargo & Co history 85.65K $2.92M 0.00% Reduce
JPMorgan Chase & Co history 26.63K $908.97K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
Morgan Stanley 1.15M 1.11M 1.13M 1.13M 1.06M 1.02M 1.21M 1.15M 1.13M 1.09M 1.48M 1.41M 1.35M 1.33M 1.39M 1.42M 1.55M 1.48M 1.37M 1.35M
Wells Fargo & Co 71.81K 67.71K 40.14K 75.39K 78.63K 85.65K 153.27K 96.23K 50.99K 62.95K 136.84K 92.97K 109.39K 107.63K 113.26K 70.95K 56.17K 17.93K 37.99K 141.21K
JPMorgan Chase & Co 17.65K — 17.70K 21.71K 23.46K 26.63K 23.14K 21.16K 23.10K 24.82K 24.46K 26.49K 25.56K 30.88K 13.05K — — — — —
UBS Group AG 666 423 — 36 1 — — — — 51 1.62K — — 863 — — — 312 2.04K —
Fidelity Management & Research (FMR) — — — — — — 1 1 — — 1 — 2 — — — — — — —
Bank of America Corp — — — — — — 25 — — — — — — — — — — — — —

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