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

Kestra 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 Q1	$659K	Buy	13,340 +5,765	+76%	+$294K	﹤0.01%	2020
2025 Q4	$388K	Sell	7,575 -3,582	-32%	-$184K	﹤0.01%	2336
2025 Q3	$583K	Buy	11,157 +1,160	+12%	+$59.6K	﹤0.01%	1954
2025 Q2	$512K	Buy	+9,997	New	+$494K	﹤0.01%	1950
2024 Q1	–	Sell	-14,244	Closed	-$599K	–	2532
2023 Q4	$599K	Buy	+14,244	New	+$565K	﹤0.01%	1412

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

Kestra Advisory Services's USMF Position: Q1 2026 in Review

Kestra Advisory Services increased its WisdomTree US Multifactor Fund (USMF) stake by 76% in Q1 2026, buying an estimated $294K and bringing the position to 13,340 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #2020.

Kestra Advisory Services first reported a position in USMF in Q4 2023 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Kestra Advisory Services held 13,340 shares of WisdomTree US Multifactor Fund worth $659K as of Q1 2026.
Kestra Advisory Services bought 5,765 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $294K.
WisdomTree US Multifactor Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2020 holding.
Kestra Advisory Services first reported a position in WisdomTree US Multifactor Fund in Q4 2023 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.