CoreCap Advisors
USMF icon

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
Q3 		$235K Buy
4,508
+3
+0.1% +$159 0.01% 789
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

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

CoreCap Advisors's USMF Position: Q3 2026 in Review

CoreCap Advisors increased its WisdomTree US Multifactor Fund (USMF) stake by 0.07% in Q3 2026, buying an estimated $159 and bringing the position to 4,508 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #789.

CoreCap Advisors first reported a position in USMF in Q4 2021 and has held it in 19 quarters since. The position peaked at $569K in Q4 2021. 8 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

  • CoreCap Advisors held 4,508 shares of WisdomTree US Multifactor Fund worth $235K as of Q3 2026.
  • CoreCap Advisors bought 3 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $159.
  • WisdomTree US Multifactor Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #789 holding.
  • CoreCap Advisors first reported a position in WisdomTree US Multifactor Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's WisdomTree US Multifactor Fund position peaked at $569K in Q4 2021.
  • 8 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.