Modern Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Modern Wealth Management’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	$701K	Buy	14,144 +51	+0.4%	+$2.6K	0.01%	497
2025 Q4	$722K	Buy	14,093 +35	+0.2%	+$1.79K	0.01%	472
2025 Q3	$735K	Buy	14,058 +42	+0.3%	+$2.16K	0.01%	440
2025 Q2	$718K	Sell	14,016 -689	-5%	-$34.1K	0.02%	422
2025 Q1	$730K	Buy	+14,705	New	+$743K	0.02%	354

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

Modern Wealth Management's USMF Position: Q1 2026 in Review

Modern Wealth Management increased its WisdomTree US Multifactor Fund (USMF) stake by 0.36% in Q1 2026, buying an estimated $2.6K and bringing the position to 14,144 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #497.

Modern Wealth Management first reported a position in USMF in Q1 2025 and has held it in 5 quarters since. The position peaked at $735K in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Modern Wealth Management held 14,144 shares of WisdomTree US Multifactor Fund worth $701K as of Q1 2026.
Modern Wealth Management bought 51 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $2.6K.
WisdomTree US Multifactor Fund made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #497 holding.
Modern Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2025 and has held it in 5 quarters since.
Modern Wealth Management's WisdomTree US Multifactor Fund position peaked at $735K in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.