Covestor’s WisdomTree US Multifactor Fund USMF Stock Holding History

Covestor’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 Q1	$6K	Buy	130 +67	+106%	+$3.42K	﹤0.01%	1755
2025 Q4	$3K	Hold	63	–	–	﹤0.01%	1882
2025 Q3	$3K	Buy	63 +1	+2%	+$51	﹤0.01%	1900
2025 Q2	$3K	Hold	62	–	–	﹤0.01%	1809
2025 Q1	$3K	Sell	62 -171	-73%	-$8.64K	﹤0.01%	1807
2024 Q4	$12K	Buy	233 +11	+5%	+$556	0.01%	1448
2024 Q3	$11K	Sell	222 -22	-9%	-$1.04K	0.01%	1524
2024 Q2	$11K	Buy	244 +41	+20%	+$1.86K	0.01%	1497
2024 Q1	$9K	Buy	203 +13	+7%	+$574	0.01%	1678
2023 Q4	$8K	Sell	190 -117	-38%	-$4.64K	0.01%	1697
2023 Q3	$12K	Buy	307 +76	+33%	+$2.97K	0.01%	1344
2023 Q2	$9K	Sell	231 -63	-21%	-$2.36K	0.01%	1538
2023 Q1	$11K	Sell	294 -54	-16%	-$2.05K	0.01%	1283
2022 Q4	$13K	Sell	348 -24	-6%	-$900	0.01%	1211
2022 Q3	$13K	Sell	372 -9	-2%	-$336	0.01%	1166
2022 Q2	$14K	Sell	381 -189	-33%	-$7.34K	0.01%	1096
2022 Q1	$23K	Sell	570 -23	-4%	-$930	0.02%	1035
2021 Q4	$25K	Buy	+593	New	+$24.1K	0.04%	805

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Covestor's USMF Position: Q1 2026 in Review

Covestor increased its WisdomTree US Multifactor Fund (USMF) stake by 106% in Q1 2026, buying an estimated $3.42K and bringing the position to 130 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1755.

Covestor first reported a position in USMF in Q4 2021 and has held it in 18 quarters since. The position peaked at $25K in Q4 2021. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Covestor held 130 shares of WisdomTree US Multifactor Fund worth $6K as of Q1 2026.
Covestor bought 67 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $3.42K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #1755 holding.
Covestor first reported a position in WisdomTree US Multifactor Fund in Q4 2021 and has held it in 18 quarters since.
Covestor's WisdomTree US Multifactor Fund position peaked at $25K in Q4 2021.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.