Keating Financial Advisory Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Keating Financial Advisory Services’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	$593K	Sell	10,941 -25,374	-70%	-$1.32M	0.08%	165
2026 Q1	$1.79M	Sell	36,315 -39,614	-52%	-$2.02M	0.29%	63
2025 Q4	$3.89M	Buy	+75,929	New	+$3.89M	0.53%	24

Other funds holding USMF

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Evolve Private Wealth Los Angeles, California $1.64B AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Keating Financial Advisory Services's USMF Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its WisdomTree US Multifactor Fund (USMF) stake by 70% in Q2 2026, selling an estimated $1.32M and leaving 10,941 shares worth $593K. The position accounts for 0.08% of the portfolio, ranked #165.

Keating Financial Advisory Services first reported a position in USMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.89M in Q4 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Keating Financial Advisory Services held 10,941 shares of WisdomTree US Multifactor Fund worth $593K as of Q2 2026.
Keating Financial Advisory Services sold 25,374 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $1.32M.
WisdomTree US Multifactor Fund made up 0.08% of Keating Financial Advisory Services's portfolio in Q2 2026, its #165 holding.
Keating Financial Advisory Services first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's WisdomTree US Multifactor Fund position peaked at $3.89M in Q4 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.