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
2024
Q3 		– Sell
-23,900
Closed -$1.09M – 8421
2024
Q2 		$1.09M Hold
23,900
– – ﹤0.01% 4858
2024
Q1 		$1.11M Hold
23,900
– – ﹤0.01% 4870
2023
Q4 		$1.01M Buy
+23,900
New +$948K ﹤0.01% 4977

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 $324B AUM 22.36% 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 $530B AUM 22.01% 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.