Bank of America
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Bank of America’s WisdomTree US Multifactor Fund USMF Stock Holding History

Bank of America’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
2025
Q3 		– Sell
-1,637
Closed -$83.9K – 8703
2025
Q2 		$83.9K Sell
1,637
-408
-20% -$20.2K ﹤0.01% 6605
2025
Q1 		$101K Sell
2,045
-63
-3% -$3.18K ﹤0.01% 6482
2024
Q4 		$105K Buy
+2,108
New +$106K ﹤0.01% 6378
2022
Q3 		– Sell
-3,200
Closed -$116K – 8214
2022
Q2 		$116K Buy
+3,200
New +$124K ﹤0.01% 6400
2020
Q4 		– Sell
-5,935
Closed -$186K – 7382
2020
Q3 		$186K Sell
5,935
-1,367
-19% -$42.8K ﹤0.01% 5343
2020
Q2 		$218K Sell
7,302
-2,602
-26% -$72.9K ﹤0.01% 5185
2020
Q1 		$243K Sell
9,904
-1,933
-16% -$58.2K ﹤0.01% 4977
2019
Q4 		$378K Buy
11,837
+2,514
+27% +$78.2K ﹤0.01% 5210
2019
Q3 		$283K Sell
9,323
-6,294
-40% -$191K ﹤0.01% 5446
2019
Q2 		$470K Sell
15,617
-804,996
-98% -$23.8M ﹤0.01% 5109
2019
Q1 		$23.8M Buy
820,613
+720,613
+721% +$20.4M ﹤0.01% 1672
2018
Q4 		$2.61M Buy
+100,000
New +$2.85M ﹤0.01% 3618

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Bank of America's USMF Position: Q3 2025 in Review

Bank of America sold out of WisdomTree US Multifactor Fund (USMF) in Q3 2025, closing a stake of 1,637 shares — an estimated $83.9K sold.

Bank of America first reported a position in USMF in Q4 2018 and held it in 12 quarters. The position peaked at $23.8M in Q1 2019. 66 funds tracked by Wall St. Rank hold USMF as of Q3 2025.

  • Bank of America reported no remaining WisdomTree US Multifactor Fund position as of Q3 2025 after selling out during the quarter.
  • Bank of America sold 1,637 WisdomTree US Multifactor Fund shares in Q3 2025, an estimated $83.9K.
  • Bank of America first reported a position in WisdomTree US Multifactor Fund in Q4 2018 and held it in 12 quarters.
  • Bank of America's WisdomTree US Multifactor Fund position peaked at $23.8M in Q1 2019.
  • 66 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2025.

Based on Bank of America's 13F filing for Q3 2025, filed 14 Nov 2025.