Axxcess Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Axxcess Wealth Management’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	$754K	Hold	15,272	–	–	0.02%	266
2025 Q4	$783K	Hold	15,272	–	–	0.01%	562
2025 Q3	$798K	Hold	15,272	–	–	0.02%	497
2025 Q2	$783K	Hold	15,272	–	–	0.02%	489
2025 Q1	$758K	Hold	15,272	–	–	0.02%	460
2024 Q4	$759K	Hold	15,272	–	–	0.02%	466
2024 Q3	$746K	Hold	15,272	–	–	0.02%	459
2024 Q2	$694K	Hold	15,272	–	–	0.02%	457
2024 Q1	$711K	Hold	15,272	–	–	0.02%	451
2023 Q4	$642K	Hold	15,272	–	–	0.02%	454
2023 Q3	$587K	Hold	15,272	–	–	0.02%	435
2023 Q2	$592K	Hold	15,272	–	–	0.04%	316
2023 Q1	$573K	Hold	15,272	–	–	0.04%	348
2022 Q4	$574K	Hold	15,272	–	–	0.05%	331
2022 Q3	$522K	Hold	15,272	–	–	0.05%	311
2022 Q2	$554K	Hold	15,272	–	–	0.05%	290
2022 Q1	$626K	Sell	15,272 -515	-3%	-$20.8K	0.05%	308
2021 Q4	$663K	Buy	+15,787	New	+$642K	0.05%	298

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

Axxcess Wealth Management's USMF Position: Q1 2026 in Review

Axxcess Wealth Management held its WisdomTree US Multifactor Fund (USMF) position steady in Q1 2026 at 15,272 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #266.

Axxcess Wealth Management first reported a position in USMF in Q4 2021 and has held it in 18 quarters since. The position peaked at $798K in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Axxcess Wealth Management held 15,272 shares of WisdomTree US Multifactor Fund worth $754K as of Q1 2026.
Axxcess Wealth Management left its WisdomTree US Multifactor Fund share count unchanged in Q1 2026.
WisdomTree US Multifactor Fund made up 0.02% of Axxcess Wealth Management's portfolio in Q1 2026, its #266 holding.
Axxcess Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q4 2021 and has held it in 18 quarters since.
Axxcess Wealth Management's WisdomTree US Multifactor Fund position peaked at $798K in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.