Old Mission Capital
USMF icon

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

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
SNS Financial Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Columbia Advisory Partners
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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.