WTMF Institutional Ownership & Shareholders
WISDOMTREE MGD FUTURES STRAT (WTMF) is currently held by 89 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $192.42M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of WTMF tracked by InsiderSet, reporting ownership valued at approximately $46.86M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $45.80M, representing an estimated loss of -2.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed WTMF value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Tidemark, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE MGD FUTURES STRAT (WTMF).
This page ranks the largest institutional WTMF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
89
Total Reported Value
$192.42M
Largest Holder
Morgan Stanley
Largest Position
$46.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
104
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,147,194 | $46,862,912 | $45,795,984 | -$1,066,928 | -2.28% | |
| Lpl Financial Llc | 0.00% | 502,047 | $20,508,620 | $20,041,716 | -$466,904 | -2.28% | |
| Tidemark, Llc | 3.98% | 432,433 | $17,664,888 | $17,262,725 | -$402,163 | -2.28% | |
| Onedigital Investment Advisors Llc | 0.11% | 315,199 | $12,875,888 | $12,582,744 | -$293,144 | -2.28% | |
| Stewardship Advisors, Llc | 2.62% | 298,267 | $12,583,885 | $11,906,819 | -$677,066 | -5.38% | |
| Cetera Investment Advisers | 0.01% | 276,616 | $11,299,737 | $11,042,511 | -$257,226 | -2.28% | |
| Earned Wealth Advisors, Llc | 0.72% | 273,756 | $11,182,951 | $10,928,340 | -$254,611 | -2.28% | |
| Stillwater Private Wealth, Llc | 4.56% | 168,608 | $6,998,000 | $6,730,831 | -$267,169 | -3.82% | |
| Kingswood Wealth Advisors, Llc | 0.16% | 96,511 | $4,071,786 | $3,852,719 | -$219,067 | -5.38% | |
| Avestar Capital, Llc | 0.33% | 91,793 | $3,872,747 | $3,664,377 | -$208,370 | -5.38% | |
| Envestnet Asset Management Inc | 0.00% | 76,053 | $3,106,775 | $3,036,036 | -$70,739 | -2.28% | |
| Wells Fargo & Company/Mn | 0.00% | 71,809 | $2,933,384 | $2,866,615 | -$66,769 | -2.28% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 50,399 | $2,058,799 | $2,011,928 | -$46,871 | -2.28% | |
| Susquehanna International Group, Llp | 0.00% | 45,561 | $1,861,167 | $1,818,795 | -$42,372 | -2.28% | |
| Columbus Macro, Llc | 0.18% | 43,302 | $1,826,905 | $1,728,616 | -$98,289 | -5.38% | |
| Raymond James Financial Inc | 0.00% | 37,268 | $1,522,383 | $1,487,739 | -$34,644 | -2.28% | |
| Ethos Financial Group, Llc | 0.10% | 35,749 | $1,458,928 | $1,427,100 | -$31,828 | -2.18% | |
| Asset Allocation Strategies Llc | 0.21% | 33,248 | $1,402,736 | $1,327,260 | -$75,476 | -5.38% | |
| Efficient Advisors, Llc | 0.10% | 35,208 | $1,397,276 | $1,405,503 | +$8,227 | +0.59% | |
| Comprehensive Wealth Management, Llc | 0.59% | 31,506 | $1,287,020 | $1,257,720 | -$29,300 | -2.28% | |
| Assetmark, Inc | 0.00% | 27,758 | $1,171,117 | $1,108,099 | -$63,018 | -5.38% | |
| Osaic Holdings, Inc. | 0.00% | 26,963 | $1,101,532 | $1,076,363 | -$25,169 | -2.28% | |
| Kestra Advisory Services, Llc | 0.00% | 26,477 | $1,081,588 | $1,056,962 | -$24,626 | -2.28% | |
| Stifel Financial Corp | 0.00% | 25,539 | $1,043,269 | $1,019,517 | -$23,752 | -2.28% | |
| Private Advisor Group, Llc | 0.00% | 25,508 | $1,042,006 | $1,018,279 | -$23,727 | -2.28% | |
| Financial Enhancement Group Llc | 0.11% | 22,340 | $952,131 | $891,813 | -$60,318 | -6.34% | |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | 23,225 | $948,754 | $927,142 | -$21,612 | -2.28% | |
| Advisor Resource Council | 0.28% | 20,332 | $832,595 | $811,653 | -$20,942 | -2.52% | |
| Empirical Asset Management, Llc | 0.18% | 19,375 | $791,462 | $773,450 | -$18,012 | -2.28% | |
| Harbour Investments, Inc. | 0.01% | 19,180 | $783,514 | $765,666 | -$17,848 | -2.28% | |
| Sequent Planning Llc | 0.16% | 18,763 | $766,467 | $749,019 | -$17,448 | -2.28% | |
| Centric Wealth Management | 0.12% | 18,058 | $741,640 | $720,875 | -$20,765 | -2.80% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 18,155 | $720,499 | $724,748 | +$4,249 | +0.59% | |
| Endowment Wealth Management, Inc. | 0.28% | 17,596 | $718,778 | $702,432 | -$16,346 | -2.27% | |
| Jpmorgan Chase & Co | 0.00% | 17,648 | $715,115 | $704,508 | -$10,607 | -1.48% | |
| Axis Wealth Partners, Llc | 0.31% | 15,891 | $649,144 | $634,369 | -$14,775 | -2.28% | |
| Cooper Financial Group | 0.05% | 15,286 | $644,898 | $610,217 | -$34,681 | -5.38% | |
| Css Llc/Il | 0.03% | 15,150 | $618,878 | $604,788 | -$14,090 | -2.28% | |
| Clarity Asset Management, Inc. | 0.30% | 14,666 | $618,759 | $585,467 | -$33,292 | -5.38% | |
| Vestgen Advisors, Llc | 0.02% | 13,892 | $586,103 | $554,569 | -$31,534 | -5.38% | |
| Pax Financial Group, Llc | 0.09% | 14,150 | $578,028 | $564,868 | -$13,160 | -2.28% | |
| Arkadios Wealth Advisors | 0.01% | 13,916 | $568,453 | $555,527 | -$12,926 | -2.27% | |
| Great Diamond Partners, Llc | 0.08% | 11,809 | $498,222 | $471,415 | -$26,807 | -5.38% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,761 | $480,428 | $469,499 | -$10,929 | -2.27% | |
| Austin Wealth Management, Llc | 0.09% | 10,267 | $419,202 | $409,859 | -$9,343 | -2.23% | |
| &Partners | 0.00% | 9,921 | $405,282 | $396,046 | -$9,236 | -2.28% | |
| Sowell Financial Services Llc | 0.01% | 9,468 | $399,455 | $377,963 | -$21,492 | -5.38% | |
| Alteri Wealth Llc | 0.11% | 9,501 | $388,116 | $379,280 | -$8,836 | -2.28% | |
| Bison Wealth, Llc | 0.03% | 8,953 | $382,465 | $357,404 | -$25,061 | -6.55% | |
| Sanctuary Advisors, Llc | 0.00% | 8,280 | $338,254 | $330,538 | -$7,716 | -2.28% |
Frequently asked questions about WTMF
Who are the largest institutional holders of WTMF?
The largest institutional holders of WTMF reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Tidemark, Llc, Onedigital Investment Advisors Llc, and Stewardship Advisors, Llc. InsiderSet ranks institutional holders by their latest reported WTMF position.
What is WTMF institutional ownership?
This page tracks WTMF positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE MGD FUTURES STRAT (WTMF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WTMF?
InsiderSet currently tracks 89 institutional managers reporting WTMF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WTMF shareholders.
How much WTMF stock do institutions own?
Institutional investment managers disclosed approximately $192.42M in WTMF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WTMF institutional ownership last updated?
The latest WTMF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WTMF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WTMF position after the reporting date.
Are institutions buying or selling WTMF?
Institutional buying and selling can be analyzed by comparing WTMF positions across consecutive 13F reporting periods. InsiderSet's WTMF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WTMF ownership changes.
How has WTMF institutional ownership changed over time?
InsiderSet tracks WTMF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.