LPL Financial
USMF icon

LPL Financial’s WisdomTree US Multifactor Fund USMF Stock Holding History

LPL Financial’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 		$10.8M Sell
198,528
-27,647
-12% -$1.44M ﹤0.01% 2071
2026
Q1 		$11.2M Sell
226,175
-39,202
-15% -$2M ﹤0.01% 1898
2025
Q4 		$13.6M Buy
265,377
+18,927
+8% +$970K ﹤0.01% 1672
2025
Q3 		$12.9M Sell
246,450
-129,720
-34% -$6.67M ﹤0.01% 1655
2025
Q2 		$19.3M Sell
376,170
-43,694
-10% -$2.16M 0.01% 1278
2025
Q1 		$20.8M Buy
419,864
+174,201
+71% +$8.8M 0.01% 1131
2024
Q4 		$12.2M Buy
245,663
+133,990
+120% +$6.77M 0.01% 1394
2024
Q3 		$5.46M Buy
111,673
+16,124
+17% +$759K ﹤0.01% 1925
2024
Q2 		$4.34M Buy
95,549
+25,716
+37% +$1.17M ﹤0.01% 1979
2024
Q1 		$3.25M Buy
69,833
+13,862
+25% +$612K ﹤0.01% 2124
2023
Q4 		$2.35M Sell
55,971
-5,547
-9% -$220K ﹤0.01% 2280
2023
Q3 		$2.37M Sell
61,518
-16,665
-21% -$652K ﹤0.01% 2163
2023
Q2 		$3.03M Buy
78,183
+4,743
+6% +$178K ﹤0.01% 1913
2023
Q1 		$2.76M Sell
73,440
-16,149
-18% -$614K ﹤0.01% 1905
2022
Q4 		$3.37M Buy
89,589
+58,883
+192% +$2.21M ﹤0.01% 1692
2022
Q3 		$1.05M Sell
30,706
-448
-1% -$16.7K ﹤0.01% 2503
2022
Q2 		$1.13M Buy
31,154
+9,878
+46% +$384K ﹤0.01% 2487
2022
Q1 		$872K Buy
21,276
+1,887
+10% +$76.3K ﹤0.01% 2721
2021
Q4 		$814K Buy
19,389
+226
+1% +$9.19K ﹤0.01% 2841
2021
Q3 		$746K Buy
19,163
+6,631
+53% +$265K ﹤0.01% 2852
2021
Q2 		$493K Sell
12,532
-1,010
-7% -$39.5K ﹤0.01% 3181
2021
Q1 		$513K Buy
13,542
+395
+3% +$14.6K ﹤0.01% 3000
2020
Q4 		$462K Sell
13,147
-56
-0.4% -$1.86K ﹤0.01% 2836
2020
Q3 		$413K Buy
13,203
+355
+3% +$11.1K ﹤0.01% 2637
2020
Q2 		$383K Buy
12,848
+1,821
+17% +$51K ﹤0.01% 2643
2020
Q1 		$270K Buy
+11,027
New +$332K ﹤0.01% 2579

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial's USMF Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree US Multifactor Fund (USMF) stake by 12% in Q2 2026, selling an estimated $1.44M and leaving 198,528 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

LPL Financial first reported a position in USMF in Q1 2020 and has held it in 26 quarters since. The position peaked at $20.8M in Q1 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • LPL Financial held 198,528 shares of WisdomTree US Multifactor Fund worth $10.8M as of Q2 2026.
  • LPL Financial sold 27,647 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $1.44M.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2071 holding.
  • LPL Financial first reported a position in WisdomTree US Multifactor Fund in Q1 2020 and has held it in 26 quarters since.
  • LPL Financial's WisdomTree US Multifactor Fund position peaked at $20.8M in Q1 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.