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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

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
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 12 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.
  • 12 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.