Armis Advisers’s WisdomTree US Multifactor Fund USMF Stock Holding History

Armis Advisers’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	–	Sell	-4,742	Closed	-$253K	–	534
2026 Q2	$253K	Buy	4,742 +16	+0.3%	+$833	0.02%	404
2026 Q1	$245K	Buy	4,726 +17	+0.4%	+$867	0.02%	388
2025 Q4	$233K	Buy	+4,709	New	+$241K	0.03%	392
2025 Q3	–	Sell	-11,304	Closed	-$579K	–	495
2025 Q2	$579K	Sell	11,304 -2,832	-20%	-$140K	0.05%	259
2025 Q1	$701K	Sell	14,136 -24,040	-63%	-$1.21M	0.07%	215
2024 Q4	$1.9M	Buy	+38,176	New	+$1.93M	0.23%	81

Other funds holding USMF

AIM

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

BFA

Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

CAP

Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

Armis Advisers's USMF Position: Q3 2026 in Review

Armis Advisers sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2026, closing a stake of 4,742 shares — an estimated $253K sold.

Armis Advisers first reported a position in USMF in Q4 2024 and held it in 6 quarters. The position peaked at $1.9M in Q4 2024. 8 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

Armis Advisers reported no remaining WisdomTree US Multifactor Fund position as of Q3 2026 after selling out during the quarter.
Armis Advisers sold 4,742 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $253K.
Armis Advisers first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and held it in 6 quarters.
Armis Advisers's WisdomTree US Multifactor Fund position peaked at $1.9M in Q4 2024.
8 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on Armis Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.