Vault-13

WISDOMTREE TR WTMF

FUTRE STRAT FD · ETP · CUSIP 97717W125

85 institutional holders +2 vs Q1 2026
4,679,7684.7m shares reported held*
$191.3mreported value*
9 new 32 added 26 reduced 6 sold out net bought ≈ $17.5m (+428.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($70.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.87.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 45Q4 22: 45Q1 23: 43Q2 23: 44Q3 23: 49Q4 23: 56Q1 24: 59Q2 24: 53Q3 24: 67Q4 24: 75Q1 25: 70Q2 25: 76Q3 25: 72Q4 25: 79Q1 26: 83Q2 26: 8585Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202245
Q4 202245
Q1 202343
Q2 202344
Q3 202349
Q4 202356
Q1 202459
Q2 202453
Q3 202467
Q4 202475
Q1 202570
Q2 202576
Q3 202572
Q4 202579
Q1 202683
Q2 202685

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 34 bought or addedQ3 24: 26 cut or sold outQ4 24: 39 bought or addedQ4 24: 29 cut or sold outQ4 24Q1 25: 33 bought or addedQ1 25: 45 cut or sold outQ2 25: 38 bought or addedQ2 25: 33 cut or sold outQ2 25Q3 25: 30 bought or addedQ3 25: 38 cut or sold outQ4 25: 42 bought or addedQ4 25: 33 cut or sold outQ4 25Q1 26: 48 bought or addedQ1 26: 32 cut or sold outQ2 26: 41 bought or addedQ2 26: 32 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243426
Q4 20243929
Q1 20253345
Q2 20253833
Q3 20253038
Q4 20254233
Q1 20264832
Q2 20264132

Biggest buyers

Stillwater Private Wealth, LLC New +168,608+168.6k
MORGAN STANLEY Added +39,036+39.0k
Cambridge Investment Research Advisors, Inc. Added +34,147+34.1k
ASSETMARK, INC Added +30,810+30.8k
Kestra Advisory Services, LLC New +26,477+26.5k
LPL Financial LLC Added +25,736+25.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +25,250+25.2k
Tidemark, LLC Added +24,617+24.6k
Stewardship Advisors, LLC Added +9,360+9.4k
ENVESTNET ASSET MANAGEMENT INC Added +9,128+9.1k

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -13,431-13.4k
Gateway Wealth Partners, LLC Sold out -7,380-7.4k
Merit Financial Group, LLC Sold out -7,306-7.3k
Betterment LLC Sold out -7,251-7.3k
Team Financial Group, LLC Sold out -4,078-4.1k
OneDigital Investment Advisors LLC Reduced -4,049-4.0k
Ethos Financial Group, LLC Reduced -3,940-3.9k
REAP Financial Group, LLC Reduced -2,875-2.9k
HOWARD BAILEY SECURITIES, LLC Reduced -1,447-1.4k
Bison Wealth, LLC Reduced -1,444-1.4k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,147,1941.1m $46.9m $46.9m 0.00% Added +39.0k +39,036
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 502,047502.0k $20.5m $20.5m 0.00% Added +25.7k +25,736
3 Tidemark, LLC 3.98% of their portfolio SAN DIEGO, CA 432,433432.4k $17.7m $17.7m 3.98% Added +24.6k +24,617
4 OneDigital Investment Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 315,199315.2k $12.9m $12.9m 0.11% Reduced -4.0k -4,049
5 Stewardship Advisors, LLC 2.47% of their portfolio MOUNT JOY, PA 291,438291.4k $11.9m $11.9m 2.47% Added +9.4k +9,360
6 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 276,616276.6k $11.3m $11.3m 0.01% Added +7.5k +7,484
7 EARNED WEALTH ADVISORS, LLC 0.72% of their portfolio WALNUT CREEK, CA 273,756273.8k $11.2m $11.2m 0.72% Added +856 +856
8 Stillwater Private Wealth, LLC 4.56% of their portfolio GLEN MILLS, PA 168,608168.6k $7.0m $7.0m 4.56% New
9 Avestar Capital, LLC 0.32% of their portfolio New York, NY 131,519131.5k $5.4m $5.4m 0.32% Added +4.8k +4,815
10 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 76,05376.1k $3.1m $3.1m 0.00% Added +9.1k +9,128
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 71,80971.8k $2.9m $2.9m 0.00% Added +4.1k +4,103
12 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 65,04865.0k $2.7m $2.7m 0.00% Added +34.1k +34,147
13 KINGSWOOD WEALTH ADVISORS, LLC 0.08% of their portfolio SAN DIEGO, CA 51,18851.2k $2.1m $2.1m 0.08% Added +3.2k +3,154
14 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 50,39950.4k $2.1m $2.1m 0.02% Unchanged
15 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,56145.6k $1.9m $1.9m 0.00% Added +25.2k +25,250
16 Columbus Macro, LLC 0.17% of their portfolio NEW CASTLE, PA 41,66941.7k $1.7m $1.7m 0.17% Added +4.5k +4,459
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 37,26837.3k $1.5m $1.5m 0.00% Reduced -630 -630
18 Ethos Financial Group, LLC 0.10% of their portfolio KING OF PRUSSIA, PA 35,74935.7k $1.5m $1.5m 0.10% Reduced -3.9k -3,940
19 Asset Allocation Strategies LLC 0.21% of their portfolio FARMINGTON, MI 33,72533.7k $1.4m $1.4m 0.21% Added +2.2k +2,239
20 Comprehensive Wealth Management, LLC 0.59% of their portfolio LYNNWOOD, WA 31,50631.5k $1.3m $1.3m 0.59% Added +1.8k +1,842
21 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 30,91330.9k $1.3m $1.3m 0.00% Added +30.8k +30,810
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,96327.0k $1.1m $1.1m 0.00% Reduced -13.4k -13,431
23 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 26,47726.5k $1.1m $1.1m 0.00% New
24 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 25,53925.5k $1.0m $1.0m 0.00% Added +9.0k +9,005
25 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 25,50825.5k $1.0m $1.0m 0.00% Added +1.4k +1,408
26 Global Wealth Management Investment Advisory, Inc. 0.14% of their portfolio FORT LAUDERDALE, FL 23,22523.2k $948.8k $948.8k 0.14% Added +105 +105
27 Financial Enhancement Group LLC 0.11% of their portfolio ANDERSON, IN 22,49222.5k $918.8k $918.8k 0.11% Added +1.1k +1,066
28 Advisor Resource Council 0.28% of their portfolio DALLAS, TX 20,33220.3k $832.6k $832.6k 0.28% Added +1.8k +1,816
29 Empirical Asset Management, LLC 0.18% of their portfolio WELLESLEY, MA 19,37519.4k $791.5k $791.5k 0.18% Added +782 +782
30 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 19,18019.2k $783.5k $783.5k 0.01% Added +1.1k +1,076
31 Sequent Planning LLC 0.16% of their portfolio OMAHA, NE 18,76318.8k $766.5k $766.5k 0.16% Added +1.1k +1,056
32 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 18,15518.2k $741.6k $741.6k 0.00% Unchanged
33 Centric Wealth Management 0.12% of their portfolio CHICAGO, IL 18,05818.1k $741.6k $741.6k 0.12% Added +9.0k +9,010
34 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,64817.6k $715.1k $715.1k 0.00% Reduced -527 -527
35 Endowment Wealth Management, Inc. 0.28% of their portfolio APPLETON, WI 17,59617.6k $718.8k $718.8k 0.28% Added +497 +497
36 Axis Wealth Partners, LLC 0.31% of their portfolio EAST PROVIDENCE, RI 15,89115.9k $649.1k $649.1k 0.31% Reduced -454 -454
37 CSS LLC/IL 0.03% of their portfolio CHICAGO, IL 15,15015.2k $618.9k $618.9k 0.03% Unchanged
38 Cooper Financial Group 0.05% of their portfolio IRVINE, CA 15,11015.1k $617.2k $617.2k 0.05% Reduced -925 -925
39 Clarity Asset Management, Inc. 0.29% of their portfolio AMES, IA 14,35714.4k $586.5k $586.5k 0.29% Added +4.7k +4,694
40 PAX Financial Group, LLC 0.09% of their portfolio SAN ANTONIO, TX 14,15014.2k $578.0k $578.0k 0.09% Reduced -75 -75
41 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 13,91613.9k $568.5k $568.5k 0.01% Reduced -445 -445
42 VestGen Advisors, LLC 0.02% of their portfolio CHICAGO, IL 13,78913.8k $563.3k $563.3k 0.02% Reduced -55 -55
43 Beacon Pointe Advisors, LLC 0.00% of their portfolio NEWPORT BEACH, CA 11,76111.8k $480.4k $480.4k 0.00% Added +2.6k +2,578
44 Austin Wealth Management, LLC 0.09% of their portfolio Austin, TX 10,26710.3k $419.2k $419.2k 0.09% Reduced -236 -236
45 Bison Wealth, LLC 0.04% of their portfolio ATLANTA, GA 10,13610.1k $415.1k $415.1k 0.04% Reduced -1.4k -1,444
46 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 9,9219.9k $405.3k $405.3k 0.00% Reduced -343 -343
47 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 9,5199.5k $388.9k $388.9k 0.01% Reduced -51 -51
48 Alteri Wealth LLC 0.11% of their portfolio WESTLAKE VILLAGE, CA 9,5019.5k $388.1k $388.1k 0.11% Added +20 +20
49 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,2808.3k $338.3k $338.3k 0.00% New
50 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,7547.8k $316.8k $316.8k 0.00% Added +1.6k +1,596
51 Discipline Wealth Solutions, LLC 0.03% of their portfolio GREENVILLE, SC 7,7027.7k $314.6k $314.6k 0.03% Reduced -550 -550
52 INVENIO WEALTH PARTNERS LLC 0.11% of their portfolio CORAL GABLES, FL 7,6217.6k $311.3k $311.3k 0.11% Unchanged
53 HOWARD BAILEY SECURITIES, LLC 0.12% of their portfolio FORT WAYNE, IN 7,6047.6k $310.6k $310.6k 0.12% Reduced -1.4k -1,447
54 Trajan Wealth LLC 0.01% of their portfolio SCOTTSDALE, AZ 6,9797.0k $285.1k $285.1k 0.01% Reduced -303 -303
55 REAP Financial Group, LLC 0.05% of their portfolio AUSTIN, TX 6,8456.8k $279.6k $279.6k 0.05% Reduced -2.9k -2,875
56 Simplicity Wealth,LLC 0.01% of their portfolio SUMMIT, NJ 5,6285.6k $229.9k $229.9k 0.01% New
57 MGO ONE SEVEN LLC 0.00% of their portfolio Beachwood, OH 5,5665.6k $227.4k $227.4k 0.00% Reduced -28 -28
58 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 5,4445.4k $222.4k $222.4k 0.00% Reduced -103 -103
59 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 5,1015.1k $208.4k $208.4k 0.00% New
60 ROCKLAND TRUST CO 0.01% of their portfolio HANOVER, MA 5,0255.0k $205.3k $205.3k 0.01% Reduced -142 -142
61 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 4,3014.3k $175.7k $175.7k 0.00% New
62 IFG Advisory, LLC 0.01% of their portfolio ATLANTA, GA 3,8273.8k $156.3k $156.3k 0.01% New
63 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,2403.2k $132.4k $132.4k 0.00% Added +1.0k +1,049
64 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,1723.2k $130.0k $130.0k 0.00% Reduced -26 -26
65 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 2,5032.5k $102.3k $102.3k 0.00% Reduced -15 -15
66 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 2,1232.1k $86.7k $86.7k 0.01% Reduced -309 -309
67 TOUNJIAN ADVISORY PARTNERS, LLC 0.03% of their portfolio FORT MYERS, FL 1,4971.5k $61.1k $61.1k 0.03% New
68 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 1,4911.5k $60.9k $60.9k 0.00% Unchanged
69 Glass Jacobson Investment Advisors llc 0.02% of their portfolio OWINGS MILLS, MD 1,3161.3k $53.8k $53.8k 0.02% Unchanged
70 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 1,2501.2k $51.1k $51.1k 0.00% Unchanged
71 Highland Investment Advisors LLC 0.02% of their portfolio PONTE VEDRA, FL 910910 $37.2k $37.2k 0.02% First filing
72 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 782782 $31.9k $31.9k 0.00% Unchanged
73 CX Institutional 0.00% of their portfolio AUBURN, IN 718718 $29.0k $29.0k 0.00% Reduced -37 -37
74 UBS Group AG 0.00% of their portfolio ZURICH, V8 666666 $27.2k $27.2k 0.00% Added +243 +243
75 EVOLUTION WEALTH MANAGEMENT INC. 0.01% of their portfolio FORT MYERS, FL 404404 $16.5k $16.5k 0.01% Unchanged
76 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 265265 $10.8k $10.8k 0.00% Unchanged
77 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 251251 $10.3k $10.3k 0.00% New
78 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 250250 $10.2k $10.2k 0.00% First filing
79 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 229229 $9.4k $9.4k 0.00% Unchanged
80 Clearstead Advisors, LLC 0.00% of their portfolio CLEVELAND, OH 127127 $5.2k $5.2k 0.00% Reduced -30 -30
81 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 6464 $2.6k $2.6k 0.00% Unchanged
82 RAFFA WEALTH MANAGEMENT, LLC 0.00% of their portfolio WASHINGTON, DC 3737 $1.5k $1.5k 0.00% Unchanged
83 Solstein Capital, LLC 0.00% of their portfolio Menlo Park, CA 2525 $1.0k $1.0k 0.00% Unchanged
84 SHP Wealth Management 0.00% of their portfolio PLYMOUTH, MA 1212 $490 $490 0.00% Unchanged
85 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $41 $41 0.00% Unchanged