BIP Wealth’s WisdomTree US Multifactor Fund USMF Stock Holding History

BIP Wealth’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	$392K	Buy	7,937 +2,761	+53%	+$141K	0.02%	332
2025 Q4	$265K	Sell	5,176 -1,599	-24%	-$81.9K	0.01%	390
2025 Q3	$354K	Sell	6,775 -1,139	-14%	-$58.5K	0.02%	214
2025 Q2	$406K	Sell	7,914 -5,029	-39%	-$249K	0.03%	170
2025 Q1	$642K	Sell	12,943 -3,132	-19%	-$158K	0.04%	130
2024 Q4	$799K	Sell	16,075 -1,587	-9%	-$80.1K	0.05%	115
2024 Q3	$863K	Buy	17,662 +602	+4%	+$28.3K	0.06%	100
2024 Q2	$775K	Sell	17,060 -2,271	-12%	-$103K	0.06%	91
2024 Q1	$900K	Sell	19,331 -4,664	-19%	-$206K	0.07%	89
2023 Q4	$1.01M	Sell	23,995 -1,845	-7%	-$73.2K	0.08%	82
2023 Q3	$994K	Buy	25,840 +1,031	+4%	+$40.3K	0.09%	77
2023 Q2	$962K	Buy	24,809 +12,107	+95%	+$453K	0.08%	79
2023 Q1	$477K	Buy	+12,702	New	+$483K	0.05%	110

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

BIP Wealth's USMF Position: Q1 2026 in Review

BIP Wealth increased its WisdomTree US Multifactor Fund (USMF) stake by 53% in Q1 2026, buying an estimated $141K and bringing the position to 7,937 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #332.

BIP Wealth first reported a position in USMF in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q4 2023. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

BIP Wealth held 7,937 shares of WisdomTree US Multifactor Fund worth $392K as of Q1 2026.
BIP Wealth bought 2,761 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $141K.
WisdomTree US Multifactor Fund made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #332 holding.
BIP Wealth first reported a position in WisdomTree US Multifactor Fund in Q1 2023 and has held it in 13 quarters since.
BIP Wealth's WisdomTree US Multifactor Fund position peaked at $1.01M in Q4 2023.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.