WisdomTree Managed Futures Strategy Fund (WTMF) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
WisdomTree Managed Futures Strategy Fund (WTMF) trades at $41.72 with AI Score 47/100 (Grade C). WisdomTree Managed Futures Strategy Fund (WTMF) is an actively managed ETF seeking positive total returns uncorrelated to broad equity… Market cap: $239M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 18, 2026Analyst Coverage for WTMF: WTMF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates WTMF against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
WTMF: 1/3 scored disciplines lean bullish. Dominant signal: Ken Griffin bullish.
How is this calculated? →Why this analysis is different
- A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
WisdomTree Managed Futures Strategy Fund (WTMF) Financial Services Profile
WisdomTree Managed Futures Strategy Fund (WTMF) is an actively managed ETF focused on delivering returns uncorrelated to traditional asset classes by investing in managed futures. The fund aims to achieve positive total returns regardless of market direction, offering diversification benefits to investors seeking alternative investment strategies within the financial services sector.
What Is the Investment Thesis for WTMF?
WTMF presents a compelling option for investors seeking diversification and potential returns uncorrelated to traditional asset classes. With a beta of 0.32, WTMF exhibits low correlation to the broader market, making it a valuable tool for managing portfolio risk. The fund's active management strategy aims to capitalize on trends in the futures markets, offering the potential for positive returns in both rising and falling market environments. However, investors should be aware that WTMF is non-diversified and invests primarily in managed futures, which can be complex and volatile. The fund's success depends on the ability of its management team to accurately identify and capitalize on market trends. The absence of a dividend yield may also deter some investors. As of March 2026, WTMF's market capitalization stands at $0.22 billion, reflecting its position as a niche player in the ETF market.
Based on FMP financials and quantitative analysis
WTMF Key Highlights
Market Cap of $239M indicates a smaller, specialized fund within the asset management industry.
- Beta of 0.32 suggests low correlation with the broader market, offering diversification benefits.
- Actively managed ETF structure allows for dynamic adjustments to market conditions.
- Focus on managed futures provides exposure to alternative asset classes.
- Non-diversified portfolio construction can lead to concentrated gains or losses.
Who Are WTMF's Competitors?
WTMF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BVAL Bluemonte Large Cap Value ETF | $32.08 | -0.80% | $279M | 47 |
| HAP VanEck Natural Resources ETF | $76.19 | +1.27% | $225M | 47 |
| IJAN Innovator Intl Developed Power Buffer ETF | $38.88 | -0.14% | $165M | 47 |
| QWLD State Street SPDR MSCI World StrategicFactors ETF | $157.83 | -0.64% | $174M | 47 |
| RAAX VanEck Real Assets ETF | $41.63 | +0.10% | $1.23B | — |
| HTFC Horizon Technology Finance Corp. | $24.97 | +0.00% | $230M | 75 |
| CAGPF Samara Asset Group plc | $2.49 | +0.00% | $228M | 67 |
| LIEN Chicago Atlantic BDC, Inc. | $9.74 | +2.53% | $223M | 86 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are WTMF's Key Strengths?
Low correlation to traditional asset classes.
- Active management team with expertise in futures markets.
- ETF structure provides liquidity and transparency.
- Potential for positive returns in both rising and falling markets.
What Are WTMF's Weaknesses?
Non-diversified portfolio construction.
- Reliance on active management performance.
- Exposure to the volatility of futures markets.
- Absence of dividend yield.
What Could Drive WTMF Stock Higher?
Increased market volatility could create opportunities for managed futures strategies.
- Growing investor demand for uncorrelated assets.
- Successful implementation of active management strategies.
What Are the Key Risks for WTMF?
Unexpected market events impacting futures contracts.
- Changes in regulatory environment affecting futures markets.
- Reliance on active management performance.
- Exposure to the volatility of futures markets.
What Are the Growth Opportunities for WTMF?
- Increased investor demand for uncorrelated assets: As investors seek to diversify their portfolios and reduce their exposure to traditional asset classes, the demand for alternative investments like managed futures is expected to grow. WTMF is well-positioned to capitalize on this trend by offering an actively managed ETF that aims to deliver returns uncorrelated to the broader market.
- Expansion into new markets and distribution channels: WTMF can expand its reach by targeting new investor segments and distribution channels. This could involve partnering with financial advisors, wealth management platforms, and institutional investors to increase awareness and adoption of the fund. The global ETF market is experiencing rapid growth, with new markets emerging in Asia and Latin America, offering additional opportunities for WTMF to expand its footprint.
- Development of new and innovative investment strategies: WTMF can enhance its product offerings by developing new and innovative investment strategies within the managed futures space. This could involve incorporating new asset classes, utilizing advanced trading algorithms, or focusing on specific market trends. The ability to adapt to changing market conditions and investor preferences will be crucial for WTMF's long-term success.
- Strategic partnerships and acquisitions: WTMF can pursue strategic partnerships and acquisitions to expand its capabilities and market reach. This could involve collaborating with other asset managers, technology providers, or distribution platforms to create synergies and enhance its competitive position. The asset management industry is undergoing consolidation, with larger players acquiring smaller firms to gain scale and expertise.
- Enhanced marketing and investor education: WTMF can improve its marketing efforts and investor education initiatives to increase awareness and understanding of managed futures and the fund's investment strategy. This could involve creating educational content, hosting webinars, and participating in industry events to engage with potential investors and financial advisors. Effective communication and transparency are essential for building trust and attracting capital.
What Threats Does WTMF Face?
- Increased competition from other alternative investment products.
- Changes in regulatory environment affecting futures markets.
- Unexpected market events impacting futures contracts.
- Economic downturn leading to reduced investor risk appetite.
What Are WTMF's Competitive Advantages?
- Active management expertise in navigating futures markets.
- ETF structure providing liquidity and accessibility.
- Established brand recognition under the WisdomTree umbrella.
- Diversification benefits for portfolio construction.
What Does WTMF Do?
WisdomTree Managed Futures Strategy Fund (WTMF) is an actively managed exchange-traded fund (ETF) designed to provide investors with positive total returns that are not directly correlated to the performance of broad market equity or fixed income investments. The fund achieves this objective by primarily investing in managed futures, which involve taking long or short positions in various futures contracts across different asset classes, including commodities, currencies, and interest rates. WTMF operates under the WisdomTree umbrella, a well-known provider of innovative ETFs focused on delivering unique investment solutions. The fund's investment strategy is centered on identifying and capitalizing on trends in the futures markets, regardless of whether those trends are upward or downward. This approach allows WTMF to potentially generate returns in both rising and falling market environments, making it a valuable tool for portfolio diversification. The fund's active management team utilizes a systematic approach to analyze market data and make investment decisions, aiming to capture the benefits of managed futures while managing risk effectively. WTMF is non-diversified, meaning it can concentrate its investments in a smaller number of holdings compared to a diversified fund. This concentration can potentially lead to higher returns but also carries a higher level of risk. As of 2026, WTMF continues to be a relevant option for investors seeking alternative investment strategies.
What Products and Services Does WTMF Offer?
- Invests at least 80% of its assets in 'managed futures'.
- Actively manages an exchange-traded fund (ETF).
- Seeks positive total returns in various market conditions.
- Aims for returns uncorrelated to broad market equities or fixed income.
- Utilizes futures contracts across asset classes.
- Employs a systematic approach to analyze market data.
How Does WTMF Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Implements active trading strategies in futures markets.
- Offers a vehicle for investors to access managed futures strategies.
- Provides daily liquidity through ETF structure.
What Industry Does WTMF Operate In?
The asset management industry is characterized by intense competition and a wide range of investment strategies. ETFs like WTMF compete with traditional mutual funds, hedge funds, and other alternative investment vehicles. The demand for uncorrelated assets is growing as investors seek to diversify their portfolios and mitigate risk. The managed futures space, while offering potential benefits, is also subject to regulatory scrutiny and market volatility. As of 2026, the industry continues to evolve with new products and strategies emerging to meet the changing needs of investors.
Who Are WTMF's Key Customers?
- Retail investors seeking diversification.
- Financial advisors looking for alternative investment options.
- Institutional investors seeking uncorrelated returns.
- Wealth managers building diversified portfolios.
How WisdomTree Managed Futures Strategy Fund Is Valued
WisdomTree Managed Futures Strategy Fund carries a market capitalization of $239M, placing it in the micro-cap category. Relative to its peer group, WTMF's quantitative score of 47/100 is roughly in line with the peer average of 47/100.
Key Financial Metrics
Return on equity for WisdomTree Managed Futures Strategy Fund stands at 0.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 0.0%, showing how much profit it generates from its asset base. WTMF trades at a trailing price-to-earnings ratio of 0.00, below the Financial Services sector average of ~18x. Its free cash flow yield is 0.0%, a gauge of the cash the business throws off relative to its market value. A current ratio of 0.00 means current liabilities exceed short-term assets, a liquidity point worth watching. Its earnings yield is 0.0%, the inverse of the P/E and a quick read on earnings relative to price.
WTMF Financials
Bull Case vs Bear Case
Bull Case
- Low correlation to traditional asset classes.
- Active management team with expertise in futures markets.
- ETF structure provides liquidity and transparency.
- Potential for positive returns in both rising and falling markets.
Bear Case
- Non-diversified portfolio construction.
- Reliance on active management performance.
- Exposure to the volatility of futures markets.
- Absence of dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
WTMF Latest News
No recent news available for WTMF.
WTMF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for WTMF.
Price Targets
Wall Street price target analysis for WTMF.
WTMF MoonshotScore
What does this score mean?
The MoonshotScore rates WTMF 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
WTMF Financial Services Stock FAQ
What does the AI Score mean for WTMF?
WTMF holds an AI Score of 47/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. WisdomTree Managed Futures Strategy Fund (WTMF) is an actively managed ETF seeking positive total returns uncorrelated to broad equity or fixed income markets. The fund invests primarily in managed …
What does WisdomTree Managed Futures Strategy Fund do?
WisdomTree Managed Futures Strategy Fund (WTMF) is an actively managed ETF that seeks to provide positive total returns that are not directly correlated to the performance of traditional equity and fixed income markets.
What do analysts say about WTMF stock?
As of March 18, 2026, there is no readily available analyst consensus on WTMF, likely due to its unique investment strategy and the niche nature of managed futures ETFs. Key valuation metrics may not be directly comparable to traditional equity or fixed income investments. Investors should focus on the fund's ability to deliver uncorrelated returns and manage risk effectively.
What are the main risks for WTMF?
The main risks for WTMF include the volatility of futures markets, the reliance on active management performance, and the potential for unexpected market events to impact futures contracts. The fund's non-diversified portfolio construction can also lead to concentrated losses. Changes in the regulatory environment affecting futures markets could also pose a risk. Investors should carefully consider these risks before investing in WTMF and understand the complexities of managed futures strategies.
What regulatory challenges does WisdomTree Managed Futures Strategy Fund face?
WisdomTree Managed Futures Strategy Fund, as an ETF investing in futures, faces regulatory oversight from the SEC and CFTC. Compliance costs include adhering to reporting requirements, maintaining adequate capital, and managing risks associated with derivatives trading. Regulatory changes impacting futures markets or ETF structures could significantly affect WTMF's operations and profitability. The fund must also comply with regulations related to investor protection and transparency.
What are the key factors to evaluate for WTMF?
WisdomTree Managed Futures Strategy Fund (WTMF) holds an AI score of 47/100 (low). WTMF presents a compelling option for investors seeking diversification and potential returns uncorrelated to traditional asset classes. Not financial advice.
How frequently does WTMF data refresh on this page?
WTMF's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven WTMF's recent stock price performance?
WisdomTree Managed Futures Strategy Fund (WTMF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Low correlation to traditional asset classes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider WTMF overvalued or undervalued right now?
WisdomTree Managed Futures Strategy Fund (WTMF) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for WTMF, limiting the depth of available insights.
- Competitor data relies on FMP peer tickers, which may not represent a complete competitive landscape.