Who owns WisdomTree Managed Futures Strategy Fund?
Institutional ownership of WTMF from SEC Form 13F filings across 58 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.
58
13F holders
$155.2M
value, 2026 filers
67.6%
of shares outstanding (3.9M 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 | Cetera Investment Advisers | 276,616 | $11.3M | 0.0% | 4.8% | +2.8% |
| 6 | EARNED WEALTH ADVISORS, LLC | 273,756 | $11.2M | 0.7% | 4.8% | +0.3% |
| 7 | Avestar Capital, LLC | 131,519 | $5.4M | 0.3% | 2.3% | +3.8% |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 76,053 | $3.1M | 0.0% | 1.3% | +13.6% |
| 9 | WELLS FARGO & COMPANY/MN | 71,809 | $2.9M | 0.0% | 1.3% | +6.1% |
| 10 | Cambridge Investment Research Advisors, Inc. | 65,048 | $2,658 | 0.0% | 1.1% | +110.5% |
| 11 | KINGSWOOD WEALTH ADVISORS, LLC | 51,188 | $2.1M | 0.1% | 0.9% | +6.6% |
| 12 | Vestmark Advisory Solutions, Inc. | 50,399 | $2.1M | 0.0% | 0.9% | 0.0% |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 45,561 | $1.9M | 0.0% | 0.8% | +124.3% |
| 14 | RAYMOND JAMES FINANCIAL INC | 37,268 | $1.5M | 0.0% | 0.7% | -1.7% |
| 15 | Ethos Financial Group, LLC | 35,749 | $1.5M | 0.1% | 0.6% | -9.9% |
| 16 | ASSETMARK, INC | 30,913 | $1.3M | 0.0% | 0.5% | +29912.6% |
| 17 | OSAIC HOLDINGS, INC. | 26,963 | $1.1M | 0.0% | 0.5% | -33.2% |
| 18 | Kestra Advisory Services, LLCNEW | 26,477 | $1.1M | 0.0% | 0.5% | new |
| 19 | STIFEL FINANCIAL CORP | 25,539 | $1.0M | 0.0% | 0.4% | +54.5% |
| 20 | Empirical Asset Management, LLC | 19,375 | $791,462 | 0.2% | 0.3% | +4.2% |
| 21 | HARBOUR INVESTMENTS, INC. | 19,180 | $783,514 | 0.0% | 0.3% | +5.9% |
| 22 | Sequent Planning LLC | 18,763 | $766,467 | 0.2% | 0.3% | +6.0% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18,155 | $741,632 | 0.0% | 0.3% | 0.0% |
| 24 | JPMORGAN CHASE & CO | 17,648 | $715,115 | 0.0% | 0.3% | -2.9% |
| 25 | Cooper Financial Group | 15,110 | $617,233 | 0.1% | 0.3% | -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.