Envestnet Asset Management
USMF icon

Envestnet Asset Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Envestnet Asset Management’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 		$900K Buy
16,594
+4,679
+39% +$244K ﹤0.01% 3692
2026
Q1 		$588K Sell
11,915
-26
-0.2% -$1.33K ﹤0.01% 3820
2025
Q4 		$612K Buy
11,941
+1,001
+9% +$51.3K ﹤0.01% 3567
2025
Q3 		$572K Buy
10,940
+668
+7% +$34.3K ﹤0.01% 3668
2025
Q2 		$527K Sell
10,272
-1,409
-12% -$69.6K ﹤0.01% 3650
2025
Q1 		$580K Sell
11,681
-10,413
-47% -$526K ﹤0.01% 3533
2024
Q4 		$1.1M Sell
22,094
-21,347
-49% -$1.08M ﹤0.01% 3116
2024
Q3 		$2.12M Sell
43,441
-387
-0.9% -$18.2K ﹤0.01% 2615
2024
Q2 		$1.99M Sell
43,828
-1,575
-3% -$71.4K ﹤0.01% 2602
2024
Q1 		$2.11M Sell
45,403
-9,081
-17% -$401K ﹤0.01% 2534
2023
Q4 		$2.29M Sell
54,484
-36,820
-40% -$1.46M ﹤0.01% 2385
2023
Q3 		$3.51M Buy
91,304
+15,473
+20% +$605K ﹤0.01% 2031
2023
Q2 		$2.94M Buy
75,831
+3,155
+4% +$118K ﹤0.01% 2043
2023
Q1 		$2.73M Buy
72,676
+6,998
+11% +$266K ﹤0.01% 2007
2022
Q4 		$2.47M Buy
65,678
+7,952
+14% +$298K ﹤0.01% 2019
2022
Q3 		$1.97M Buy
57,726
+45,857
+386% +$1.71M ﹤0.01% 2099
2022
Q2 		$430K Buy
11,869
+1,801
+18% +$69.9K ﹤0.01% 3139
2022
Q1 		$412K Buy
10,068
+508
+5% +$20.5K ﹤0.01% 3233
2021
Q4 		$401K Buy
9,560
+1,494
+19% +$60.7K ﹤0.01% 3216
2021
Q3 		$314K Buy
8,066
+1,285
+19% +$51.4K ﹤0.01% 3270
2021
Q2 		$267K Sell
6,781
-2,760
-29% -$108K ﹤0.01% 3355
2021
Q1 		$361K Sell
9,541
-7,633
-44% -$282K ﹤0.01% 3034
2020
Q4 		$603K Sell
17,174
-2,551
-13% -$84.7K ﹤0.01% 2560
2020
Q3 		$617K Sell
19,725
-3,453
-15% -$108K ﹤0.01% 2347
2020
Q2 		$692K Sell
23,178
-2,471
-10% -$69.2K ﹤0.01% 2195
2020
Q1 		$629K Sell
25,649
-20,491
-44% -$617K ﹤0.01% 2086
2019
Q4 		$1.47M Sell
46,140
-9,593
-17% -$299K ﹤0.01% 1788
2019
Q3 		$1.69M Buy
55,733
+23,214
+71% +$704K ﹤0.01% 1641
2019
Q2 		$978K Sell
32,519
-12,485
-28% -$369K ﹤0.01% 1957
2019
Q1 		$1.3M Sell
45,004
-3,420
-7% -$96.7K ﹤0.01% 1724
2018
Q4 		$1.26M Buy
48,424
+656
+1% +$18.7K ﹤0.01% 1585
2018
Q3 		$1.47M Buy
+47,768
New +$1.45M ﹤0.01% 663

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Envestnet Asset Management's USMF Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree US Multifactor Fund (USMF) stake by 39% in Q2 2026, buying an estimated $244K and bringing the position to 16,594 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #3692.

Envestnet Asset Management first reported a position in USMF in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.51M in Q3 2023. 29 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Envestnet Asset Management held 16,594 shares of WisdomTree US Multifactor Fund worth $900K as of Q2 2026.
  • Envestnet Asset Management bought 4,679 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $244K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3692 holding.
  • Envestnet Asset Management first reported a position in WisdomTree US Multifactor Fund in Q3 2018 and has held it in 32 quarters since.
  • Envestnet Asset Management's WisdomTree US Multifactor Fund position peaked at $3.51M in Q3 2023.
  • 29 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.