Who Owns WisdomTree Managed Futures Strategy Fund (WTMF)?Hedge Fund & Institutional Holders

$39.74-0.36 (-0.90%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.700000010632001e+263T

% of Float Held

—

QoQ Change in Holders

+13 / -3

Price History

$32.91$34.71$36.50$38.30$40.10Sep 24Jun 25Mar 26

WTMF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Stewardship Advisors, LLCNew Position+280K+$10.6B
Tidemark, LLCNew Position+251K+$9.5B
Arkadios Wealth AdvisorsNew Position+60K+$2.0B
Ethos Financial Group, LLCNew Position+40K+$1.5B
RAYMOND JAMES FINANCIAL INCIncreased+40K+$1.1B
Comprehensive Wealth Management, LLCNew Position+27K+$1.0B
KINGSWOOD WEALTH ADVISORS, LLCNew Position+26K+$985.0M
Endowment Wealth Management, Inc.New Position+17K+$664.0M
Advisor Resource CouncilNew Position+15K+$597.0M
Axis Wealth Partners, LLCNew Position+15K+$588.0M
Austin Wealth Management, LLCNew Position+15K+$563.0M
WASHINGTON TRUST BANKNew Position+13K+$493.0M
Discipline Wealth Solutions, LLCNew Position+12K+$452.0M
REAP Financial Group, LLCNew Position+11K+$430.0M
OSAIC HOLDINGS, INC.Increased+20K+$418.2M

WTMF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLS FARGO & COMPANY/MNDecreased-35K-$1.9B
MML INVESTORS SERVICES, LLCDecreased-29K-$1.3B
OneDigital Investment Advisors LLCDecreased-13K-$1.0B
Avestar Capital, LLCDecreased-2K-$964.5M
Private Advisor Group, LLCDecreased-983-$935.9M
JPMORGAN CHASE & CODecreased-4K-$822.0M
JANE STREET GROUP, LLCDecreased-5K-$700.1M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-16K-$619.2M
Empirical Asset Management, LLCDecreased-13K-$475.2M
Trajan Wealth LLCDecreased-1K-$320.1M
Cambria Investment Management, L.P.Decreased-185-$229.8M
ROYAL BANK OF CANADADecreased-1K-$168.0M
Efficient Advisors, LLCDecreased-3K-$98.7M
Farther Finance Advisors, LLCClosed Position-222-$8.4M
Larson Financial Group LLCClosed Position-161-$6.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OneDigital Investment Advisors LLC462,241$17.0B0.17%Share
2Stewardship Advisors, LLC279,662$10.6B2.46%Share
3Tidemark, LLC250,990$9.5B2.71%Share
4Avestar Capital, LLC129,203$4.0B0.26%Share
5RAYMOND JAMES FINANCIAL INC62,773$2.0B0.00%Share
6Arkadios Wealth Advisors59,164$2.0B0.04%Share
7Ethos Financial Group, LLC39,714$1.5B0.11%Share
8Efficient Advisors, LLC34,820$1.3B0.08%Share
9Asset Allocation Strategies LLC30,841$1.2B0.22%Share
10Comprehensive Wealth Management, LLC26,760$1.0B0.60%Share
11WELLS FARGO & COMPANY/MN33,561$1.0B0.00%Share
12OSAIC HOLDINGS, INC.35,224$1.0B0.00%Share
13KINGSWOOD WEALTH ADVISORS, LLC25,922$985.0M0.05%Share
14Empirical Asset Management, LLC17,735$674.0M0.19%Share
15Endowment Wealth Management, Inc.17,465$664.0M0.31%Share
16Sequent Planning LLC17,372$660.0M0.17%Share
17Advisor Resource Council15,476$597.0M0.21%Share
18Axis Wealth Partners, LLC15,486$588.0M0.32%Share
19CSS LLC/IL15,150$576.0M0.03%Share
20Austin Wealth Management, LLC14,578$563.0M0.08%Share
21WASHINGTON TRUST BANK12,981$493.0M0.03%Share
22Discipline Wealth Solutions, LLC11,914$452.0M0.08%Share
23REAP Financial Group, LLC11,332$430.0M0.09%Share
24Alteri Wealth LLC9,481$360.0M0.12%Share
25HOWARD BAILEY SECURITIES, LLC9,210$350.0M0.14%Share
26Sowell Financial Services LLC7,781$295.0M0.01%Share
27INVENIO WEALTH PARTNERS LLC7,621$289.0M0.11%Share
28Team Financial Group, LLC4,078$155.0M0.07%Share
29Golden State Wealth Management, LLC3,479$132.0M0.01%Share
30COMERICA BANK3,293$125.0M0.00%Share
31Glass Jacobson Investment Advisors llc2,942$111.0M0.04%Share
32CREATIVE FINANCIAL DESIGNS INC /ADV2,432$92.0M0.01%Share
33MORGAN STANLEY1,130,589$42.0M0.00%Share
34CoreCap Advisors, LLC941$35.0M0.00%Share
35LPL Financial LLC450,357$17.0M0.00%Share
36Concord Wealth Partners466$17.0M0.00%Share
37Cetera Investment Advisers262,733$9.0M0.01%Share
38ASSETMARK, INC103$3.0M0.00%Share
39ENVESTNET ASSET MANAGEMENT INC59,593$2.0M0.00%Share
40Vestmark Advisory Solutions, Inc.47,580$1.8M0.00%Share
41Columbus Macro, LLC33,916$1.3M0.14%Share
42Sunbelt Securities, Inc.27$1.0M0.00%Share
43Global Wealth Management Investment Advisory, Inc.22,612$859K0.14%Share
44Cooper Financial Group16,273$618K0.07%Share
45HARBOUR INVESTMENTS, INC.14,929$567K0.01%Share
46PAX Financial Group, LLC14,169$538K0.09%Share
47Entelevest, LLC9,798$372K0.37%Share
48Centric Wealth Management9,553$368K0.08%Share
49Betterment LLC7,553$287K0.00%Share
50Merit Financial Group, LLC6,712$255K0.00%Share

WTMF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202574$60.9B+32
Q3 202542$56.3B-27
Q2 202569$74.6B+1
Q1 202568$113.8B+4
Q4 202464$444.6B+18
Q3 202446$7.8T+7
Q2 202439$4.3T-3
Q1 202442$10.2T—

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As of Q4 2025, 50 institutional investors hold WTMF (WisdomTree Managed Futures Strategy Fund). The largest holder is OneDigital Investment Advisors LLC with $17.0B in shares. This quarter, 13 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own WTMF?

As of Q4 2025, 50 institutional investors report holding WTMF (WisdomTree Managed Futures Strategy Fund) in their 13F filings.

Who is the largest institutional holder of WTMF?

The largest institutional holder of WTMF is OneDigital Investment Advisors LLC with $17.0B in shares.

Is institutional ownership of WTMF increasing or decreasing?

This quarter, 13 institutions opened new positions in WTMF and 3 closed their positions.