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Upturn AI SWOT - About
WisdomTree Managed Futures Strategy (WTMF)
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Upturn Advisory Summary
08/14/2025: WTMF (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 13.55% | Avg. Invested days 50 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.2 | 52 Weeks Range 32.83 - 36.89 | Updated Date 06/29/2025 |
52 Weeks Range 32.83 - 36.89 | Updated Date 06/29/2025 |
Upturn AI SWOT
WisdomTree Managed Futures Strategy
ETF Overview
Overview
The WisdomTree Managed Futures Strategy Fund (WTMF) seeks to provide long-term capital appreciation by investing in a diversified portfolio of global futures contracts. It aims to generate returns that are uncorrelated with traditional asset classes, providing diversification benefits.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a solid reputation for innovation and providing access to unique investment strategies.
Management Expertise
WisdomTree has a dedicated team of investment professionals with experience in managing futures strategies and alternative investments.
Investment Objective
Goal
To provide long-term capital appreciation by investing in a diversified portfolio of global futures contracts.
Investment Approach and Strategy
Strategy: WTMF employs a managed futures strategy, using a quantitative, rules-based approach to invest in a basket of futures contracts across various sectors.
Composition The ETF holds positions in futures contracts across various asset classes, including commodities, currencies, and interest rates.
Market Position
Market Share: WTMF's market share is relatively small compared to broader equity ETFs, but it is a significant player within the managed futures ETF space.
Total Net Assets (AUM): 70200000
Competitors
Key Competitors
- KFA Mount Lucas Index Strategy ETF (KMLM)
- First Trust Morningstar Managed Futures Strategy ETF (FUT)
- IQ Merger Arbitrage ETF (MNA)
Competitive Landscape
The managed futures ETF landscape is competitive. WTMF benefits from WisdomTree's established brand. Competitors may offer lower expense ratios or different weighting methodologies, so investors should consider the nuances when choosing the most suitable ETF.
Financial Performance
Historical Performance: Historical performance varies based on market conditions and trends. Past performance is not indicative of future results.
Benchmark Comparison: Performance should be compared to a managed futures index or a benchmark portfolio with exposure to alternative investments.
Expense Ratio: 0.65
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically reasonable, indicating efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, geopolitical events, and commodity price trends impact the ETF's performance.
Growth Trajectory
The growth trajectory depends on investor demand for alternative investment strategies and the ETF's ability to generate consistent, uncorrelated returns. Changes to strategy are implemented at the discretion of WisdomTree investment team.
Moat and Competitive Advantages
Competitive Edge
WTMF's competitive edge stems from WisdomTree's expertise in factor-based investing and its ability to implement a disciplined managed futures strategy. The ETF provides diversification benefits and the potential for positive returns in various market environments. Its quantitative, rules-based approach reduces the risk of human error and emotional decision-making. Moreover, WTMF offers exposure to a broad range of global futures contracts, enhancing diversification.
Risk Analysis
Volatility
The ETF's volatility can be moderate to high, depending on the market environment and the volatility of the underlying futures contracts.
Market Risk
Market risk is related to the fluctuations of commodity prices, currency values, and interest rates, all of which can impact the value of futures contracts.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking diversification benefits and exposure to alternative investments, particularly those with a moderate to high risk tolerance.
Market Risk
WTMF is suitable for long-term investors seeking to enhance portfolio diversification or active traders looking to capitalize on short-term market trends.
Summary
The WisdomTree Managed Futures Strategy Fund offers a unique investment strategy by investing in global futures contracts, aiming for long-term capital appreciation. It's suitable for investors seeking diversification and uncorrelated returns. The ETF's performance is influenced by a range of market factors, and investors should consider its volatility and risk profile. Despite being less popular than other ETFs it is an important piece for diversification.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree.com
- ETF.com
- Morningstar.com
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Managed Futures Strategy
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.