CF
USMF icon

Centaurus Financial’s WisdomTree US Multifactor Fund USMF Stock Holding History

Centaurus Financial’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 		$189K Sell
3,484
-3,084
-47% -$161K 0.01% 908
2026
Q1 		$324K Buy
6,568
+11
+0.2% +$561 0.02% 654
2025
Q4 		$336K Sell
6,557
-2,145
-25% -$110K 0.02% 646
2025
Q3 		$455K Buy
8,702
+27
+0.3% +$1.39K 0.02% 562
2025
Q2 		$445K Buy
+8,675
New +$429K 0.03% 502

Other funds holding USMF

HighTower Advisors
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Centaurus Financial's USMF Position: Q2 2026 in Review

Centaurus Financial reduced its WisdomTree US Multifactor Fund (USMF) stake by 47% in Q2 2026, selling an estimated $161K and leaving 3,484 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #908.

Centaurus Financial first reported a position in USMF in Q2 2025 and has held it in 5 quarters since. The position peaked at $455K in Q3 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Centaurus Financial held 3,484 shares of WisdomTree US Multifactor Fund worth $189K as of Q2 2026.
  • Centaurus Financial sold 3,084 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $161K.
  • WisdomTree US Multifactor Fund made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #908 holding.
  • Centaurus Financial first reported a position in WisdomTree US Multifactor Fund in Q2 2025 and has held it in 5 quarters since.
  • Centaurus Financial's WisdomTree US Multifactor Fund position peaked at $455K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.