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

Kestra Private Wealth 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	$276K	Sell	5,084 -24,236	-83%	-$1.26M	﹤0.01%	1536
2026 Q1	$1.45M	Sell	29,320 -249	-0.8%	-$12.7K	0.02%	668
2025 Q4	$1.52M	Buy	29,569 +345	+1%	+$17.7K	0.02%	637
2025 Q3	$1.53M	Buy	29,224 +1,137	+4%	+$58.4K	0.02%	620
2025 Q2	$1.44M	Sell	28,087 -1,033	-4%	-$51.1K	0.02%	602
2025 Q1	$1.44M	Buy	29,120 +15	+0.1%	+$758	0.02%	551
2024 Q4	$1.45M	Buy	29,105 +2,432	+9%	+$123K	0.02%	524
2024 Q3	$1.3M	Buy	+26,673	New	+$1.26M	0.02%	532

Other funds holding USMF

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 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

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

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

Kestra Private Wealth Services's USMF Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its WisdomTree US Multifactor Fund (USMF) stake by 83% in Q2 2026, selling an estimated $1.26M and leaving 5,084 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Kestra Private Wealth Services first reported a position in USMF in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.53M in Q3 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Kestra Private Wealth Services held 5,084 shares of WisdomTree US Multifactor Fund worth $276K as of Q2 2026.
Kestra Private Wealth Services sold 24,236 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $1.26M.
WisdomTree US Multifactor Fund made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1536 holding.
Kestra Private Wealth Services first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's WisdomTree US Multifactor Fund position peaked at $1.53M in Q3 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.