Stewardship Advisors, LLC WTMF holdings history
WISDOMTREE MGD FUTURES STRAT · CUSIP 97717W125 · CIK 1733219
As of 2026-06-30, Stewardship Advisors, LLC reported 291.44K WTMF (shares), valued at $11.91M, or 2.47% of its reported non-derivative portfolio. Filed 2026-07-20.
Verify history & sources →Shares increased 3.32%; reported value increased 6.35%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.47% | 291,438 | SEC filing ↗Filed Jul 20, 2026 |
| Q1 2026 | 2.57% | 282,078 | SEC filing ↗Filed Apr 17, 2026 |
| Q4 2025 | 2.46% | 279,662 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 2.47% | 276,149 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 2.42% | 270,389 | SEC filing ↗Filed Jul 10, 2025 |
| Q1 2025 | 2.46% | 267,080 | SEC filing ↗Filed Apr 17, 2025 |
| Q4 2024 | 2.23% | 230,540 | SEC filing ↗Filed Jan 21, 2025 |
| Q3 2024 | 2.23% | 222,699 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | Not reported | Not reported | — |
| Q4 2023 | Not reported | Not reported | — |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q1 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 2.23% | 222,699 | $7.91M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 2.23% | 230,540 | $8.05M | Shares increased 3.52%; reported value increased 1.80%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2025 | 2.46% | 267,080 | $9.12M | Shares increased 15.85%; reported value increased 13.20%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2025 |
| Q2 2025 | 2.42% | 270,389 | $9.55M | Shares increased 1.24%; reported value increased 4.73%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2025 |
| Q3 2025 | 2.47% | 276,149 | $10.46M | Shares increased 2.13%; reported value increased 9.59%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 2.46% | 279,662 | $10.63M | Shares increased 1.27%; reported value increased 1.63%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 2.57% | 282,078 | $11.19M | Shares increased 0.86%; reported value increased 5.28%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 17, 2026 |
| Q2 2026 | 2.47% | 291,438 | $11.91M | Shares increased 3.32%; reported value increased 6.35%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 20, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.