Old Mission Capital’s WisdomTree US Multifactor Fund USMF Stock Holding History

Old Mission Capital’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
2025 Q4	–	Sell	-6,501	Closed	-$340K	–	1278
2025 Q3	$340K	Buy	+6,501	New	+$334K	0.01%	839
2024 Q4	–	Sell	-11,665	Closed	-$570K	–	1193
2024 Q3	$570K	Sell	11,665 -16,530	-59%	-$778K	0.01%	694
2024 Q2	$1.28M	Buy	+28,195	New	+$1.28M	0.02%	416

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

CAP

Columbia Advisory Partners Spokane, Washington $157M AUM 17.04% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Old Mission Capital's USMF Position: Q4 2025 in Review

Old Mission Capital sold out of WisdomTree US Multifactor Fund (USMF) in Q4 2025, closing a stake of 6,501 shares — an estimated $340K sold.

Old Mission Capital first reported a position in USMF in Q2 2024 and held it in 3 quarters. The position peaked at $1.28M in Q2 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q4 2025.

Old Mission Capital reported no remaining WisdomTree US Multifactor Fund position as of Q4 2025 after selling out during the quarter.
Old Mission Capital sold 6,501 WisdomTree US Multifactor Fund shares in Q4 2025, an estimated $340K.
Old Mission Capital first reported a position in WisdomTree US Multifactor Fund in Q2 2024 and held it in 3 quarters.
Old Mission Capital's WisdomTree US Multifactor Fund position peaked at $1.28M in Q2 2024.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.