IWM
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IHT Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

IHT Wealth 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 		$951K Buy
17,530
+2,996
+21% +$156K 0.02% 618
2026
Q1 		$718K Buy
14,534
+682
+5% +$34.8K 0.02% 694
2025
Q4 		$710K Buy
13,852
+452
+3% +$23.2K 0.02% 645
2025
Q3 		$700K Sell
13,400
-266
-2% -$13.7K 0.02% 632
2025
Q2 		$700K Buy
+13,666
New +$676K 0.02% 600

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

IHT Wealth Management's USMF Position: Q2 2026 in Review

IHT Wealth Management increased its WisdomTree US Multifactor Fund (USMF) stake by 21% in Q2 2026, buying an estimated $156K and bringing the position to 17,530 shares worth $951K. The position accounts for 0.02% of the portfolio, ranked #618.

IHT Wealth Management first reported a position in USMF in Q2 2025 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • IHT Wealth Management held 17,530 shares of WisdomTree US Multifactor Fund worth $951K as of Q2 2026.
  • IHT Wealth Management bought 2,996 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $156K.
  • WisdomTree US Multifactor Fund made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #618 holding.
  • IHT Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q2 2025 and has held it in 5 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.