WisdomTree Managed Futures Strategy Fund (WTMF)

WisdomTree Managed Futures Strategy Fund (WTMF) is listed on NYSE Arca, where it has traded since January 5, 2011.

Listed On
NYSE Arca
Listed Since
January 5, 2011

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 84 institutions reported holding WTMF, with 4.6 million shares worth $190.0 million in aggregate. The largest reported holder was Morgan Stanley, with 1.1 million shares worth $46.9 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Morgan Stanley1,147,194$47MAdded 3.52%
Lpl Financial502,047$21MAdded 5.4%
Tidemark432,433$18MAdded 6.04%
Onedigital Investment Advisors315,199$13MReduced 1.27%
Stewardship Advisors291,438$12MAdded 3.32%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is WTMF?

WisdomTree Managed Futures Strategy Fund (WTMF) is listed on NYSE Arca, where it has traded since January 5, 2011.

Who are the largest institutional holders of WTMF?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of WTMF were Morgan Stanley, Lpl Financial and Tidemark.

How many institutions own WTMF?

84 institutions reported a position in WTMF for the quarter ended June 30, 2026, worth $190.0 million in total.

Did institutions buy or sell WTMF last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for WTMF.

Every reported institutional holder, plus insider and congressional trades in WTMF, on SentiSense.