IWC
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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
Q2 		$1.43M Sell
26,377
-9,177
-26% -$478K 0.01% 1134
2026
Q1 		$1.76M Buy
+35,554
New +$1.81M 0.01% 814

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

Integrated Wealth Concepts's USMF Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its WisdomTree US Multifactor Fund (USMF) stake by 26% in Q2 2026, selling an estimated $478K and leaving 26,377 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #1134.

Integrated Wealth Concepts first reported a position in USMF in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.76M in Q1 2026. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Integrated Wealth Concepts held 26,377 shares of WisdomTree US Multifactor Fund worth $1.43M as of Q2 2026.
  • Integrated Wealth Concepts sold 9,177 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $478K.
  • WisdomTree US Multifactor Fund made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1134 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree US Multifactor Fund in Q1 2026 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's WisdomTree US Multifactor Fund position peaked at $1.76M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

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