WISDOMTREE MGD FUTURES STRAT (WTMF) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $189.49M 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 $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 $48.21M, representing an estimated gain of +2.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 78% 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
81
Total Reported Value
$189.49M
Largest Holder
Morgan Stanley
Largest Position
$46.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
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 | $48,212,319 | +$1,349,407 | +2.88% | |
| Lpl Financial Llc | 0.00% | 502,047 | $20,508,620 | $21,099,178 | +$590,558 | +2.88% | |
| Tidemark, Llc | 3.98% | 432,433 | $17,664,888 | $18,173,559 | +$508,671 | +2.88% | |
| Onedigital Investment Advisors Llc | 0.11% | 315,199 | $12,875,888 | $13,246,648 | +$370,760 | +2.88% | |
| Stewardship Advisors, Llc | 2.47% | 291,438 | $11,905,242 | $12,248,061 | +$342,819 | +2.88% | |
| Cetera Investment Advisers | 0.01% | 276,616 | $11,299,737 | $11,625,147 | +$325,410 | +2.88% | |
| Earned Wealth Advisors, Llc | 0.72% | 273,756 | $11,182,951 | $11,504,952 | +$322,001 | +2.88% | |
| Stillwater Private Wealth, Llc | 4.56% | 168,608 | $6,998,000 | $7,085,970 | +$87,970 | +1.26% | |
| Avestar Capital, Llc | 0.32% | 131,519 | $5,372,551 | $5,527,257 | +$154,706 | +2.88% | |
| Envestnet Asset Management Inc | 0.00% | 76,053 | $3,106,775 | $3,196,226 | +$89,451 | +2.88% | |
| Wells Fargo & Company/Mn | 0.00% | 71,809 | $2,933,384 | $3,017,867 | +$84,483 | +2.88% | |
| Kingswood Wealth Advisors, Llc | 0.08% | 51,188 | $2,091,017 | $2,151,242 | +$60,225 | +2.88% | |
| Vestmark Advisory Solutions, Inc. | 0.02% | 50,399 | $2,058,799 | $2,118,083 | +$59,284 | +2.88% | |
| Susquehanna International Group, Llp | 0.00% | 45,561 | $1,861,167 | $1,914,760 | +$53,593 | +2.88% | |
| Columbus Macro, Llc | 0.17% | 41,669 | $1,702,172 | $1,751,194 | +$49,022 | +2.88% | |
| Raymond James Financial Inc | 0.00% | 37,268 | $1,522,383 | $1,566,236 | +$43,853 | +2.88% | |
| Ethos Financial Group, Llc | 0.10% | 35,749 | $1,458,928 | $1,502,398 | +$43,470 | +2.98% | |
| Efficient Advisors, Llc | 0.10% | 35,208 | $1,397,276 | $1,479,662 | +$82,386 | +5.90% | |
| Asset Allocation Strategies Llc | 0.21% | 33,725 | $1,377,685 | $1,417,337 | +$39,652 | +2.88% | |
| Comprehensive Wealth Management, Llc | 0.59% | 31,506 | $1,287,020 | $1,324,081 | +$37,061 | +2.88% | |
| Assetmark, Inc | 0.00% | 30,913 | $1,262,810 | $1,299,159 | +$36,349 | +2.88% | |
| Osaic Holdings, Inc. | 0.00% | 26,963 | $1,101,532 | $1,133,155 | +$31,623 | +2.87% | |
| Kestra Advisory Services, Llc | 0.00% | 26,477 | $1,081,588 | $1,112,730 | +$31,142 | +2.88% | |
| Stifel Financial Corp | 0.00% | 25,539 | $1,043,269 | $1,073,310 | +$30,041 | +2.88% | |
| Private Advisor Group, Llc | 0.00% | 25,508 | $1,042,006 | $1,072,007 | +$30,001 | +2.88% | |
| Global Wealth Management Investment Advisory, Inc. | 0.14% | 23,225 | $948,754 | $976,061 | +$27,307 | +2.88% | |
| Financial Enhancement Group Llc | 0.11% | 22,492 | $918,798 | $945,256 | +$26,458 | +2.88% | |
| Advisor Resource Council | 0.28% | 20,332 | $832,595 | $854,479 | +$21,884 | +2.63% | |
| Empirical Asset Management, Llc | 0.18% | 19,375 | $791,462 | $814,260 | +$22,798 | +2.88% | |
| Harbour Investments, Inc. | 0.01% | 19,180 | $783,514 | $806,064 | +$22,550 | +2.88% | |
| Sequent Planning Llc | 0.16% | 18,763 | $766,467 | $788,539 | +$22,072 | +2.88% | |
| Centric Wealth Management | 0.12% | 18,058 | $741,640 | $758,911 | +$17,271 | +2.33% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 18,155 | $720,499 | $762,987 | +$42,488 | +5.90% | |
| Endowment Wealth Management, Inc. | 0.28% | 17,596 | $718,778 | $739,495 | +$20,717 | +2.88% | |
| Jpmorgan Chase & Co | 0.00% | 17,648 | $715,115 | $741,680 | +$26,565 | +3.71% | |
| Axis Wealth Partners, Llc | 0.31% | 15,891 | $649,144 | $667,840 | +$18,696 | +2.88% | |
| Css Llc/Il | 0.03% | 15,150 | $618,878 | $636,698 | +$17,820 | +2.88% | |
| Cooper Financial Group | 0.05% | 15,110 | $617,233 | $635,017 | +$17,784 | +2.88% | |
| Clarity Asset Management, Inc. | 0.29% | 14,357 | $586,483 | $603,372 | +$16,889 | +2.88% | |
| Pax Financial Group, Llc | 0.09% | 14,150 | $578,028 | $594,672 | +$16,644 | +2.88% | |
| Arkadios Wealth Advisors | 0.01% | 13,916 | $568,453 | $584,838 | +$16,385 | +2.88% | |
| Vestgen Advisors, Llc | 0.02% | 13,789 | $563,281 | $579,501 | +$16,220 | +2.88% | |
| Beacon Pointe Advisors, Llc | 0.00% | 11,761 | $480,428 | $494,271 | +$13,843 | +2.88% | |
| Austin Wealth Management, Llc | 0.09% | 10,267 | $419,202 | $431,484 | +$12,282 | +2.93% | |
| Bison Wealth, Llc | 0.04% | 10,136 | $415,062 | $425,979 | +$10,917 | +2.63% | |
| &Partners | 0.00% | 9,921 | $405,282 | $416,943 | +$11,661 | +2.88% | |
| Sowell Financial Services Llc | 0.01% | 9,519 | $388,851 | $400,048 | +$11,197 | +2.88% | |
| Alteri Wealth Llc | 0.11% | 9,501 | $388,116 | $399,292 | +$11,176 | +2.88% | |
| Sanctuary Advisors, Llc | 0.00% | 8,280 | $338,254 | $347,978 | +$9,724 | +2.87% | |
| Mml Investors Services, Llc | 0.00% | 7,754 | $316,750 | $325,872 | +$9,122 | +2.88% |
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.