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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
Q2 		$4.48M Buy
82,649
+3,122
+4% +$163K 0.27% 65
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 $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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evolve Private Wealth's USMF Position: Q2 2026 in Review

Evolve Private Wealth increased its WisdomTree US Multifactor Fund (USMF) stake by 3.9% in Q2 2026, buying an estimated $163K and bringing the position to 82,649 shares worth $4.48M. The position accounts for 0.27% of the portfolio, ranked #65.

Evolve Private Wealth first reported a position in USMF in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Evolve Private Wealth held 82,649 shares of WisdomTree US Multifactor Fund worth $4.48M as of Q2 2026.
  • Evolve Private Wealth bought 3,122 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $163K.
  • WisdomTree US Multifactor Fund made up 0.27% of Evolve Private Wealth's portfolio in Q2 2026, its #65 holding.
  • Evolve Private Wealth first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.