Integrated Wealth Concepts’s WisdomTree US Multifactor Fund USMF Stock Holding History

Integrated Wealth Concepts’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	$1.76M	Buy	+35,554	New	+$1.81M	0.01%	814

Other funds holding USMF

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Integrated Wealth Concepts's USMF Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree US Multifactor Fund (USMF) in Q1 2026: 35,554 shares worth $1.76M. The stake represents 0.01% of the portfolio and ranks #814 among its holdings.

74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Integrated Wealth Concepts held 35,554 shares of WisdomTree US Multifactor Fund worth $1.76M as of Q1 2026.
WisdomTree US Multifactor Fund was a new Integrated Wealth Concepts position in Q1 2026.
WisdomTree US Multifactor Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #814 holding.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.