AlphaCore Capital’s WisdomTree US Multifactor Fund USMF Stock Holding History

AlphaCore Capital’s Portfolio USMF Stock Details USMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$9.01K	Buy	+173	New	+$9.18K	﹤0.01%	1634

Other funds holding USMF

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

AlphaCore Capital's USMF Position: Q3 2026 in Review

AlphaCore Capital opened a new position in WisdomTree US Multifactor Fund (USMF) in Q3 2026: 173 shares worth $9.01K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings.

25 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

AlphaCore Capital held 173 shares of WisdomTree US Multifactor Fund worth $9.01K as of Q3 2026.
WisdomTree US Multifactor Fund was a new AlphaCore Capital position in Q3 2026.
WisdomTree US Multifactor Fund made up ﹤0.01% of AlphaCore Capital's portfolio in Q3 2026, its #1634 holding.
25 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on AlphaCore Capital's 13F filing for Q3 2026, filed 4 Nov 2026.