Mariner
USMF icon

Mariner’s WisdomTree US Multifactor Fund USMF Stock Holding History

Mariner’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 		– Sell
-72,360
Closed -$3.57M – 3910
2026
Q1 		$3.57M Buy
72,360
+64
+0.1% +$3.26K ﹤0.01% 1199
2025
Q4 		$3.71M Buy
+72,296
New +$3.7M ﹤0.01% 1156

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
LPL Financial
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
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

Mariner's USMF Position: Q2 2026 in Review

Mariner sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2026, closing a stake of 72,360 shares — an estimated $3.57M sold.

Mariner first reported a position in USMF in Q4 2025 and held it in 2 quarters. The position peaked at $3.71M in Q4 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Mariner reported no remaining WisdomTree US Multifactor Fund position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 72,360 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $3.57M.
  • Mariner first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and held it in 2 quarters.
  • Mariner's WisdomTree US Multifactor Fund position peaked at $3.71M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.