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 Q2	$228K	Sell	4,206 -3,731	-47%	-$194K	0.01%	517
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 $104B AUM 28.3% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.64B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

BIP Wealth's USMF Position: Q2 2026 in Review

BIP Wealth reduced its WisdomTree US Multifactor Fund (USMF) stake by 47% in Q2 2026, selling an estimated $194K and leaving 4,206 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #517.

BIP Wealth first reported a position in USMF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.01M in Q4 2023. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

BIP Wealth held 4,206 shares of WisdomTree US Multifactor Fund worth $228K as of Q2 2026.
BIP Wealth sold 3,731 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $194K.
WisdomTree US Multifactor Fund made up 0.01% of BIP Wealth's portfolio in Q2 2026, its #517 holding.
BIP Wealth first reported a position in WisdomTree US Multifactor Fund in Q1 2023 and has held it in 14 quarters since.
BIP Wealth's WisdomTree US Multifactor Fund position peaked at $1.01M in Q4 2023.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.