WISDOMTREE MGD FUTURES STRAT (WTMF) Top Institutional Shareholders
WISDOMTREE MGD FUTURES STRAT (WTMF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $168.21M in WTMF holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of WTMF tracked by InsiderSet, reporting ownership valued at approximately $43.98M in its March 31, 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 $45.78M, representing an estimated gain of +4.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% 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
82
Total Reported Value
$168.21M
Largest Holder
Morgan Stanley
Largest Position
$43.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
91
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% | 1,108,158 | $43,978,174 | $45,778,007 | +$1,799,833 | +4.09% | |
| Lpl Financial Llc | 0.01% | 476,311 | $18,902,773 | $19,676,407 | +$773,634 | +4.09% | |
| Tidemark, Llc | 4.11% | 407,816 | $16,184,501 | $16,846,879 | +$662,378 | +4.09% | |
| Onedigital Investment Advisors Llc | 0.12% | 319,248 | $12,669,621 | $13,188,135 | +$518,514 | +4.09% | |
| Stewardship Advisors, Llc | 2.57% | 282,078 | $11,194,491 | $11,652,642 | +$458,151 | +4.09% | |
| Earned Wealth Advisors, Llc | 0.72% | 272,900 | $10,830,259 | $11,273,499 | +$443,240 | +4.09% | |
| Cetera Investment Advisers | 0.01% | 269,132 | $10,680,727 | $11,117,843 | +$437,116 | +4.09% | |
| Avestar Capital, Llc | 0.34% | 126,704 | $5,028,350 | $5,234,142 | +$205,792 | +4.09% | |
| Wells Fargo & Company/Mn | 0.00% | 67,706 | $2,686,954 | $2,796,935 | +$109,981 | +4.09% | |
| Envestnet Asset Management Inc | 0.00% | 66,925 | $2,655,963 | $2,764,672 | +$108,709 | +4.09% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 50,399 | $2,000,125 | $2,081,983 | +$81,858 | +4.09% | |
| Kingswood Wealth Advisors, Llc | 0.09% | 48,034 | $1,906,256 | $1,984,285 | +$78,029 | +4.09% | |
| Osaic Holdings, Inc. | 0.00% | 40,394 | $1,603,327 | $1,668,676 | +$65,349 | +4.08% | |
| Ethos Financial Group, Llc | 0.11% | 39,689 | $1,520,509 | $1,639,553 | +$119,044 | +7.83% | |
| Raymond James Financial Inc | 0.00% | 37,898 | $1,503,998 | $1,565,566 | +$61,568 | +4.09% | |
| Columbus Macro, Llc | 0.16% | 37,210 | $1,476,697 | $1,537,145 | +$60,448 | +4.09% | |
| Efficient Advisors, Llc | 0.10% | 35,208 | $1,397,276 | $1,454,442 | +$57,166 | +4.09% | |
| Asset Allocation Strategies Llc | 0.22% | 31,486 | $1,249,534 | $1,300,687 | +$51,153 | +4.09% | |
| Comprehensive Wealth Management, Llc | 0.60% | 29,664 | $1,177,240 | $1,225,420 | +$48,180 | +4.09% | |
| Private Advisor Group, Llc | 0.00% | 24,100 | $956,426 | $995,571 | +$39,145 | +4.09% | |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | 23,120 | $917,528 | $955,087 | +$37,559 | +4.09% | |
| Financial Enhancement Group Llc | 0.11% | 21,426 | $863,682 | $885,108 | +$21,426 | +2.48% | |
| Susquehanna International Group, Llp | 0.00% | 20,311 | $806,058 | $839,047 | +$32,989 | +4.09% | |
| Empirical Asset Management, Llc | 0.20% | 18,593 | $737,889 | $768,077 | +$30,188 | +4.09% | |
| Advisor Resource Council | 0.29% | 18,516 | $734,822 | $764,896 | +$30,074 | +4.09% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 18,155 | $720,499 | $749,983 | +$29,484 | +4.09% | |
| Harbour Investments, Inc. | 0.01% | 18,104 | $718,482 | $747,876 | +$29,394 | +4.09% | |
| Sequent Planning Llc | 0.17% | 17,707 | $702,715 | $731,476 | +$28,761 | +4.09% | |
| Endowment Wealth Management, Inc. | 0.30% | 17,099 | $678,590 | $706,360 | +$27,770 | +4.09% | |
| Stifel Financial Corp | 0.00% | 16,534 | $656,164 | $683,020 | +$26,856 | +4.09% | |
| Axis Wealth Partners, Llc | 0.34% | 16,345 | $648,661 | $675,212 | +$26,551 | +4.09% | |
| Cooper Financial Group | 0.06% | 16,035 | $636,347 | $662,406 | +$26,059 | +4.10% | |
| Css Llc/Il | 0.03% | 15,150 | $601,240 | $625,847 | +$24,607 | +4.09% | |
| Vestgen Advisors, Llc | 0.02% | 13,844 | $571,377 | $571,896 | +$519 | +0.09% | |
| Arkadios Wealth Advisors | 0.01% | 14,361 | $569,913 | $593,253 | +$23,340 | +4.10% | |
| Pax Financial Group, Llc | 0.10% | 14,225 | $564,531 | $587,635 | +$23,104 | +4.09% | |
| Bison Wealth, Llc | 0.05% | 11,580 | $478,016 | $478,370 | +$354 | +0.07% | |
| Austin Wealth Management, Llc | 0.10% | 10,503 | $421,590 | $433,879 | +$12,289 | +2.91% | |
| &Partners | 0.00% | 10,264 | $407,344 | $424,006 | +$16,662 | +4.09% | |
| Reap Financial Group, Llc | 0.08% | 9,720 | $385,743 | $401,533 | +$15,790 | +4.09% | |
| Clarity Asset Management, Inc. | 0.19% | 9,663 | $383,523 | $399,179 | +$15,656 | +4.08% | |
| Sowell Financial Services Llc | 0.01% | 9,570 | $379,793 | $395,337 | +$15,544 | +4.09% | |
| Alteri Wealth Llc | 0.12% | 9,481 | $376,261 | $391,660 | +$15,399 | +4.09% | |
| Centric Wealth Management | 0.07% | 9,048 | $369,339 | $373,773 | +$4,434 | +1.20% | |
| Beacon Pointe Advisors, Llc | 0.00% | 9,183 | $364,426 | $379,350 | +$14,924 | +4.10% | |
| Howard Bailey Securities, Llc | 0.15% | 9,051 | $359,196 | $373,897 | +$14,701 | +4.09% | |
| Discipline Wealth Solutions, Llc | 0.03% | 8,252 | $327,481 | $340,890 | +$13,409 | +4.09% | |
| Invenio Wealth Partners Llc | 0.12% | 7,621 | $302,445 | $314,824 | +$12,379 | +4.09% | |
| Gateway Wealth Partners, Llc | 0.01% | 7,380 | $292,883 | $304,868 | +$11,985 | +4.09% | |
| Merit Financial Group, Llc | 0.00% | 7,306 | $289,963 | $301,811 | +$11,848 | +4.09% |
Frequently asked questions about WTMF
Who owns the most WTMF stock?
The largest holders of WTMF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE MGD FUTURES STRAT (WTMF).
Is WTMF widely held by superinvestors?
Many widely followed stocks like WTMF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WTMF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.