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 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 $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 Private Wealth Services's USMF Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its WisdomTree US Multifactor Fund (USMF) stake by 0.84% in Q1 2026, selling an estimated $12.7K and leaving 29,320 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #668.

Kestra Private Wealth Services first reported a position in USMF in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Kestra Private Wealth Services held 29,320 shares of WisdomTree US Multifactor Fund worth $1.45M as of Q1 2026.
Kestra Private Wealth Services sold 249 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $12.7K.
WisdomTree US Multifactor Fund made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #668 holding.
Kestra Private Wealth Services first reported a position in WisdomTree US Multifactor Fund in Q3 2024 and has held it in 7 quarters since.
Kestra Private Wealth Services's WisdomTree US Multifactor Fund position peaked at $1.53M in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.