Arkadios Wealth Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

Arkadios Wealth Advisors’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 Q1	$344K	Sell	6,963 -3,525	-34%	-$180K	0.01%	1292
2025 Q4	$538K	Sell	10,488 -435	-4%	-$22.3K	0.01%	966
2025 Q3	$571K	Sell	10,923 -137	-1%	-$7.04K	0.01%	874
2025 Q2	$567K	Buy	11,060 +36	+0.3%	+$1.78K	0.02%	797
2025 Q1	$547K	Buy	+11,024	New	+$557K	0.02%	680

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Arkadios Wealth Advisors's USMF Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 34% in Q1 2026, selling an estimated $180K and leaving 6,963 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #1292.

Arkadios Wealth Advisors first reported a position in USMF in Q1 2025 and has held it in 5 quarters since. The position peaked at $571K in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Arkadios Wealth Advisors held 6,963 shares of WisdomTree US Multifactor Fund worth $344K as of Q1 2026.
Arkadios Wealth Advisors sold 3,525 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $180K.
WisdomTree US Multifactor Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1292 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree US Multifactor Fund in Q1 2025 and has held it in 5 quarters since.
Arkadios Wealth Advisors's WisdomTree US Multifactor Fund position peaked at $571K in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.