WTMF
+1.50 · +4.04%
$38.73 · NYSE ARCA

WisdomTree Managed Futures Strategy (WTMF) ETF Analysis | Systematic Trend

WisdomTree · USA
AUM:$213.5M
#– of – in Systematic Trend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 17.6% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.

What is WTMF?

The fund normally invests at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in managed futures. It is an actively managed exchange traded fund (ETF) that seeks to achieve positive total returns in rising or falling markets that are not directly correlated to broad market equity or fixed income returns.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Strong Recent Performance
WTMF delivered 17.6% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.65%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 15.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$213.5M
Expense Ratio0.65%
Dividend Yield3.06%
Holdings1
Inception DateJan 2011
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta0.32
CategorySystematic Trend
CurrencyUSD
Portfolio Impact

How would WTMF affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.3%
1Y
+18.1%
3Y
+34.2%
5Y
+36.9%
OpenBook InsightIf you had invested £10,000 in WTMF 5 years ago, it would have grown to £13,691 — a gain of £3,691.

Annual Returns

Calendar year performance

WTMF delivered positive returns in 4 of the last 5 calendar years.
YearWTMF
2026 YTD+10.3%
2025+12.0%
2024+3.3%
2023+16.2%
2022-5.8%
CAGR 4yr+6.1%
4/5 positive yearsAvg return: +7.2%Worst year: -5.8% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
6.2%
Low
Momentum
+3.4%
30-day change
Support Level
41.15
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.