Who owns WisdomTree Managed Futures Strategy Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of WTMF from SEC Form 13F filings across 84 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 84 institutions disclosed 4.6M shares of WisdomTree Managed Futures Strategy Fund worth $189.8M — about 81.2% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
84
13F holders
$189.8M
value, 2026 filers
81.2%
of shares outstanding (4.6M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of WTMF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1.1M | $46.9M | 0.0% | 20.1% | +3.5% |
| 2 | LPL Financial LLC | 502,047 | $20.5M | 0.0% | 8.8% | +5.4% |
| 3 | Tidemark, LLC | 432,433 | $17.7M | 4.0% | 7.6% | +6.0% |
| 4 | OneDigital Investment Advisors LLC | 315,199 | $12.9M | 0.1% | 5.5% | -1.3% |
| 5 | Stewardship Advisors, LLC | 291,438 | $11.9M | 2.5% | 5.1% | +3.3% |
| 6 | Cetera Investment Advisers | 276,616 | $11.3M | 0.0% | 4.8% | +2.8% |
| 7 | EARNED WEALTH ADVISORS, LLC | 273,756 | $11.2M | 0.7% | 4.8% | +0.3% |
| 8 | Stillwater Private Wealth, LLCNEW | 168,608 | $7.0M | 4.6% | 2.9% | new |
| 9 | Avestar Capital, LLC | 131,519 | $5.4M | 0.3% | 2.3% | +3.8% |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 76,053 | $3.1M | 0.0% | 1.3% | +13.6% |
| 11 | WELLS FARGO & COMPANY/MN | 71,809 | $2.9M | 0.0% | 1.3% | +6.1% |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | 51,188 | $2.1M | 0.1% | 0.9% | +6.6% |
| 13 | Vestmark Advisory Solutions, Inc. | 50,399 | $2.1M | 0.0% | 0.9% | 0.0% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,561 | $1.9M | 0.0% | 0.8% | +124.3% |
| 15 | Columbus Macro, LLC | 41,669 | $1.7M | 0.2% | 0.7% | +12.0% |
| 16 | RAYMOND JAMES FINANCIAL INC | 37,268 | $1.5M | 0.0% | 0.7% | -1.7% |
| 17 | Ethos Financial Group, LLC | 35,749 | $1.5M | 0.1% | 0.6% | -9.9% |
| 18 | Asset Allocation Strategies LLC | 33,725 | $1.4M | 0.2% | 0.6% | +7.1% |
| 19 | Cambridge Investment Research Advisors, Inc. | 32,524 | $1.3M | 0.0% | 0.6% | +5.3% |
| 20 | Comprehensive Wealth Management, LLC | 31,506 | $1.3M | 0.6% | 0.6% | +6.2% |
| 21 | ASSETMARK, INC | 30,913 | $1.3M | 0.0% | 0.5% | +29912.6% |
| 22 | OSAIC HOLDINGS, INC. | 26,963 | $1.1M | 0.0% | 0.5% | -33.2% |
| 23 | Kestra Advisory Services, LLCNEW | 26,477 | $1.1M | 0.0% | 0.5% | new |
| 24 | STIFEL FINANCIAL CORP | 25,539 | $1.0M | 0.0% | 0.4% | +54.5% |
| 25 | Private Advisor Group, LLC | 25,508 | $1.0M | 0.0% | 0.4% | +5.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.