EPW
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Evolve Private Wealth’s WisdomTree US Multifactor Fund USMF Stock Holding History

Evolve Private Wealth’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 		$3.93M Buy
79,527
+221
+0.3% +$11.3K 0.21% 81
2025
Q4 		$4.07M Buy
+79,306
New +$4.06M 0.24% 74

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Evolve Private Wealth's USMF Position: Q1 2026 in Review

Evolve Private Wealth increased its WisdomTree US Multifactor Fund (USMF) stake by 0.28% in Q1 2026, buying an estimated $11.3K and bringing the position to 79,527 shares worth $3.93M. The position accounts for 0.21% of the portfolio, ranked #81.

Evolve Private Wealth first reported a position in USMF in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.07M in Q4 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Evolve Private Wealth held 79,527 shares of WisdomTree US Multifactor Fund worth $3.93M as of Q1 2026.
  • Evolve Private Wealth bought 221 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $11.3K.
  • WisdomTree US Multifactor Fund made up 0.21% of Evolve Private Wealth's portfolio in Q1 2026, its #81 holding.
  • Evolve Private Wealth first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's WisdomTree US Multifactor Fund position peaked at $4.07M in Q4 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.