C
USMF icon

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
Q2 		– Sell
-130
Closed -$6K – 2864
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
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

Covestor's USMF Position: Q2 2026 in Review

Covestor sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2026, closing a stake of 130 shares — an estimated $6K sold.

Covestor first reported a position in USMF in Q4 2021 and held it in 18 quarters. The position peaked at $25K in Q4 2021. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Covestor reported no remaining WisdomTree US Multifactor Fund position as of Q2 2026 after selling out during the quarter.
  • Covestor sold 130 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $6K.
  • Covestor first reported a position in WisdomTree US Multifactor Fund in Q4 2021 and held it in 18 quarters.
  • Covestor's WisdomTree US Multifactor Fund position peaked at $25K in Q4 2021.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.