Capital Advisors Ltd’s WisdomTree US Multifactor Fund USMF Stock Holding History

Capital Advisors Ltd’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	$13K	Hold	233	–	–	﹤0.01%	803
2026 Q1	$12K	Hold	233	–	–	﹤0.01%	796
2025 Q4	$12K	Hold	233	–	–	﹤0.01%	775
2025 Q3	$12K	Hold	233	–	–	﹤0.01%	766
2025 Q2	$12K	Sell	233 -232	-50%	-$11.5K	﹤0.01%	754
2025 Q1	$23K	Hold	465	–	–	﹤0.01%	595
2024 Q4	$23K	Hold	465	–	–	﹤0.01%	601
2024 Q3	$23K	Hold	465	–	–	﹤0.01%	589
2024 Q2	$21K	Hold	465	–	–	﹤0.01%	593
2024 Q1	$22K	Hold	465	–	–	﹤0.01%	572
2023 Q4	$20K	Hold	465	–	–	﹤0.01%	571
2023 Q3	$18K	Sell	465 -1,303	-74%	-$51K	﹤0.01%	578
2023 Q2	$69K	Sell	1,768 -1,349	-43%	-$50.5K	0.01%	381
2023 Q1	$117K	Hold	3,117	–	–	0.02%	300
2022 Q4	$117K	Hold	3,117	–	–	0.02%	302
2022 Q3	$106K	Hold	3,117	–	–	0.02%	302
2022 Q2	$113K	Hold	3,117	–	–	0.02%	296
2022 Q1	$128K	Hold	3,117	–	–	0.02%	293
2021 Q4	$131K	Hold	3,117	–	–	0.02%	275
2021 Q3	$121K	Hold	3,117	–	–	0.02%	261
2021 Q2	$123K	Hold	3,117	–	–	0.02%	248
2021 Q1	$118K	Hold	3,117	–	–	0.02%	223
2020 Q4	$110K	Hold	3,117	–	–	0.02%	219
2020 Q3	$98K	Hold	3,117	–	–	0.02%	220
2020 Q2	$93K	Hold	3,117	–	–	0.02%	222
2020 Q1	$76K	Buy	+3,117	New	+$93.8K	0.02%	226

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

Capital Advisors Ltd's USMF Position: Q2 2026 in Review

Capital Advisors Ltd held its WisdomTree US Multifactor Fund (USMF) position steady in Q2 2026 at 233 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Capital Advisors Ltd first reported a position in USMF in Q1 2020 and has held it in 26 quarters since. The position peaked at $131K in Q4 2021. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Capital Advisors Ltd held 233 shares of WisdomTree US Multifactor Fund worth $13K as of Q2 2026.
Capital Advisors Ltd left its WisdomTree US Multifactor Fund share count unchanged in Q2 2026.
WisdomTree US Multifactor Fund made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #803 holding.
Capital Advisors Ltd first reported a position in WisdomTree US Multifactor Fund in Q1 2020 and has held it in 26 quarters since.
Capital Advisors Ltd's WisdomTree US Multifactor Fund position peaked at $131K in Q4 2021.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.