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Upturn AI SWOT - About
WisdomTree Managed Futures Strategy (WTMF)
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Upturn Advisory Summary
04/01/2025: WTMF (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 9.33% | Avg. Invested days 52 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 28869 | Beta 0.2 | 52 Weeks Range 33.23 - 36.89 | Updated Date 04/1/2025 |
52 Weeks Range 33.23 - 36.89 | Updated Date 04/1/2025 |
Upturn AI SWOT
WisdomTree Managed Futures Strategy
ETF Overview
Overview
The WisdomTree Managed Futures Strategy Fund (WTMF) seeks to provide positive returns that are not directly correlated to broad equity or fixed income markets. It invests in a diversified portfolio of futures contracts, including those related to commodities, currencies, and interest rates, utilizing a managed futures strategy.
Reputation and Reliability
WisdomTree is a well-known ETF issuer with a solid reputation for providing innovative and specialized investment products.
Management Expertise
WisdomTree has a team of experienced investment professionals specializing in ETF management and alternative strategies.
Investment Objective
Goal
To achieve positive returns that are not correlated to broad equity or fixed income markets.
Investment Approach and Strategy
Strategy: The fund employs a managed futures strategy, actively trading a diversified portfolio of futures contracts across various asset classes.
Composition The ETF's holdings primarily consist of futures contracts on commodities, currencies, and interest rates.
Market Position
Market Share: WTMF has a relatively small market share compared to other asset classes and competing managed futures ETFs.
Total Net Assets (AUM): 49850000
Competitors
Key Competitors
- KMLM
- DBMF
- CTA
Competitive Landscape
The managed futures ETF industry is competitive, with several players offering similar strategies. WTMF's advantage lies in its brand recognition and potential for uncorrelated returns. However, it faces competition from larger, more established funds with lower expense ratios.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions. Managed futures strategies can perform well in volatile or trending markets but may struggle in range-bound environments.
Benchmark Comparison: The fund's performance is often compared to broad market indices or other managed futures benchmarks to evaluate its effectiveness in achieving its investment objective.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
WTMF exhibits moderate liquidity with an average daily trading volume that allows for efficient trading without significant price impact.
Bid-Ask Spread
The bid-ask spread for WTMF is typically competitive, indicating efficient price discovery.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate policies, commodity price fluctuations, and currency movements all influence WTMF's performance.
Growth Trajectory
The growth trajectory of WTMF depends on investor demand for alternative strategies and its ability to generate consistent uncorrelated returns. Changes to portfolio holdings or strategy adjustments are implemented to adapt to the current market condition.
Moat and Competitive Advantages
Competitive Edge
WTMF differentiates itself through its rules-based approach to trading futures contracts. WisdomTree's brand name in ETFs provides a certain level of trust and awareness. The fund seeks to deliver returns that are uncorrelated with traditional asset classes, making it a valuable tool for diversification. These attributes can attract investors seeking alternative strategies.
Risk Analysis
Volatility
Managed futures strategies can exhibit high volatility due to the use of leverage and exposure to various asset classes.
Market Risk
The ETF is subject to market risk associated with the underlying futures contracts, including commodity price risk, currency risk, and interest rate risk.
Investor Profile
Ideal Investor Profile
WTMF is suitable for sophisticated investors seeking diversification and potential for uncorrelated returns. Investors should have a high-risk tolerance and a long-term investment horizon.
Market Risk
This ETF is best for active traders and investors seeking alternative strategies as part of a diversified portfolio.
Summary
The WisdomTree Managed Futures Strategy Fund (WTMF) offers exposure to a diversified portfolio of futures contracts, aiming for returns uncorrelated with traditional assets. It is managed by WisdomTree, a reputable ETF issuer. The fund can be volatile and is best suited for sophisticated investors seeking diversification. WTMF faces competition from other managed futures ETFs and has a moderate expense ratio.
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Sources and Disclaimers
Data Sources:
- WisdomTree Funds website
- ETF.com
- Morningstar
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. Market conditions can change, and investors should consult with a 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.
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