Paasa Logo

NYSE Arca · ETF

Invest in WTMF ETF from India

Indian and foreign residents can buy WisdomTree Managed Futures Strategy Fund (WTMF) units directly through Paasa.

By Paasa · Updated

WTMF at a glance

Price
$41.80+$0.05 (0.12%)
Expense ratio
0.65%
Day range
$41.80 – $42.23
Assets
$273.4M
Domicile
the US
Holdings
43
Launched
2011
Dividends
Distributing
1 month
-0.81%
6 months
+6.77%
YTD
+9.22%
1 year
+11.17%
5 years
+1.78%

Price change, excluding dividends.

Live chart and fund data

Top 10 holdings

  1. 1TREASURY BILL 0 1/14/2027912797VT164.3%
  2. 2WT MANAGED FUTURES PORTFOLIO IWTWTMFCAY15.6%
  3. 3WISDOMTREE FLOATING RATE TREUSFR3.5%
  4. 4WisdomTree Floating Rate Treasury FundUSFR3.5%
  5. 5WISDOMTREE BITCOIN FUNDBTCW2.6%
  6. 6CASH-US DOLLAR2.6%
  7. 7DREYFUS TR OBL CSH MGMT-INST2619081072.6%
  8. 8DREYFUS TRSY OBLIG CASH MGMT CL INSX9USDDRET2.3%
  9. 9CASH-DREYFUS TRSY CASH2.3%
  10. 10GASOLINE RBOB FUT MAY27XBK7 COM0.3%

WTMF holds 43 securities in total. These 10 are 99.6% of the fund.

Where the money is invested

Sectors

  • Financial Services9.7%

Similar funds

FundExpense ratioAssets
FFUTNASDAQFidelity Managed Futures ETF0.82%352.1M

Assets are shown in each fund's own reporting currency.

How to invest in WTMF from India

  1. Step 1

    Open your Paasa account

    KYC takes a few minutes: PAN, Aadhaar and address proof. Your brokerage account is opened in your own name with Interactive Brokers.

  2. Step 2

    Add funds from your Indian bank account

    Remit up to $250,000 a year under the RBI's Liberalised Remittance Scheme. Your bank converts the rupees to US dollars at its rate on the day you remit.

  3. Step 3

    Search WTMF and buy

    Find the fund by its ticker, WTMF, on NYSE Arca, and place your order. Fractional units are available and there is no minimum trade size, so you can buy by amount.

Why invest in WTMF from India

What WTMF holds

This actively managed exchange-traded fund (ETF) primarily directs at least 80% of its net assets, including any funds borrowed for investment purposes, into "managed futures." Its objective is to generate favorable absolute returns in various market conditions, including periods of growth or decline, with performance largely independent of conventional equity or fixed-income market fluctuations. The fund utilizes a non-diversified investment strategy.

Hold a dollar asset

WTMF is priced in US dollars, so a weaker rupee adds to what it's worth in rupees. The rupee depreciated over 85% against the dollar between 2010 and 2025.

Buy a fraction of a unit

Buy by amount, not by unit, and get the matching fraction of one WTMF unit. There is no minimum trade size.

Paasa handles the paperwork

Investing abroad brings paperwork with it: remittance filings, capital gains reporting, foreign asset disclosure. Paasa prepares all of it for you. Your India-ready tax reports arrive at year end, ready to file.

Planning to hold more than $60,000 in US ETFs? Here's what US estate tax means for you.

US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family.

A UCITS ETF tracking a similar market sits outside US estate tax.

How US estate tax works See UCITS options

Frequently asked questions

Can I buy WTMF from India?

Yes. Indian residents can buy WisdomTree Managed Futures Strategy Fund (WTMF) through Paasa. It is listed on NYSE Arca and trades in US dollars. Your money leaves India under the RBI's Liberalised Remittance Scheme, and the units are held in your own name at Interactive Brokers.

What does WTMF invest in?

WisdomTree Managed Futures Strategy Fund holds 43 securities. Its largest holdings are TREASURY BILL 0 1/14/2027 (64.3%), WT MANAGED FUTURES PORTFOLIO I (15.6%) and WISDOMTREE FLOATING RATE TRE (3.5%). Financial Services is its largest sector at 9.7%. It is a distributing fund domiciled in the US.

What is the expense ratio of WTMF?

WisdomTree Managed Futures Strategy Fund has an expense ratio of 0.65% a year, taken from the fund's assets rather than billed to you. The fund manages about $273.4M.

How are WTMF dividends taxed in India?

WisdomTree Managed Futures Strategy Fund is a distributing fund. It pays the dividends from its holdings out to you in cash. The US withholds 25% tax on dividends before they reach you; Paasa files Form W-8BEN for you, and the tax withheld can generally be claimed as a credit when you file in India. Dividends are taxed at your slab rate in India. Paasa's dividend report lists the gross dividend and any tax withheld for each payment.

What tax do I pay in India when I sell WTMF?

The US does not levy capital gains tax on shares for Indian residents. In India, gains on foreign ETF units held for more than 24 months are long-term and taxed at 12.5% without indexation, and gains on units held for 24 months or less are short-term and taxed at your income-tax slab rate. Both are worked out in rupees at the USD/INR rate on the day you bought and the day you sold, so the currency move is part of the gain. Paasa's capital-gains statement gives you the figures for your return.

Can I buy a fraction of one WTMF unit?

Yes. You can buy by amount rather than by unit and add to your position over time. One unit is $41.80, and there is no minimum trade size.

What happens to my WTMF units if I pass away?

US-domiciled ETFs held in your own name fall under US estate tax rules. If your US holdings cross $60,000, the amount above that can be taxed at up to 40% when the account passes to your family. A UCITS ETF tracking a similar market sits outside US estate tax. Paasa's US estate tax calculator shows the exposure for a given portfolio value.

Share this guide
Get started

Build wealth in dollars, safeguard against rupee depreciation

Book a short call with our team to understand how Paasa can work for you