CoreCap Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

CoreCap Advisors’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	$244K	Sell	4,505 -498	-10%	-$25.9K	0.01%	787
2026 Q1	$247K	Sell	5,003 -354	-7%	-$18.1K	0.01%	730
2025 Q4	$275K	Sell	5,357 -401	-7%	-$20.5K	0.01%	680
2025 Q3	$301K	Sell	5,758 -242	-4%	-$12.4K	0.01%	673
2025 Q2	$308K	Sell	6,000 -310	-5%	-$15.3K	0.01%	631
2025 Q1	$313K	Sell	6,310 -979	-13%	-$49.5K	0.01%	566
2024 Q4	$362K	Sell	7,289 -260	-3%	-$13.1K	0.02%	542
2024 Q3	$369K	Sell	7,549 -150	-2%	-$7.06K	0.02%	531
2024 Q2	$350K	Sell	7,699 -783	-9%	-$35.5K	0.04%	284
2024 Q1	$395K	Sell	8,482 -1,086	-11%	-$47.9K	0.02%	439
2023 Q4	$402K	Sell	9,568 -28	-0.3%	-$1.11K	0.03%	385
2023 Q3	$369K	Sell	9,596 -8	-0.1%	-$313	0.03%	373
2023 Q2	$372K	Buy	+9,604	New	+$359K	0.03%	412
2022 Q4	$373K	Sell	9,925 -311	-3%	-$11.7K	0.03%	410
2022 Q3	$350K	Sell	10,236 -358	-3%	-$13.4K	0.03%	397
2022 Q2	$384K	Sell	10,594 -2,785	-21%	-$108K	0.03%	380
2022 Q1	$548K	Sell	13,379 -187	-1%	-$7.56K	0.04%	318
2021 Q4	$569K	Buy	+13,566	New	+$552K	0.04%	336

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

CoreCap Advisors's USMF Position: Q2 2026 in Review

CoreCap Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 10% in Q2 2026, selling an estimated $25.9K and leaving 4,505 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #787.

CoreCap Advisors first reported a position in USMF in Q4 2021 and has held it in 18 quarters since. The position peaked at $569K in Q4 2021. 12 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

CoreCap Advisors held 4,505 shares of WisdomTree US Multifactor Fund worth $244K as of Q2 2026.
CoreCap Advisors sold 498 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $25.9K.
WisdomTree US Multifactor Fund made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #787 holding.
CoreCap Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2021 and has held it in 18 quarters since.
CoreCap Advisors's WisdomTree US Multifactor Fund position peaked at $569K in Q4 2021.
12 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.