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&Partners’s WisdomTree US Multifactor Fund USMF Stock Holding History

&Partners’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 		$430K Sell
7,919
-4,112
-34% -$214K ﹤0.01% 1923
2026
Q1 		$595K Buy
12,031
+1,257
+12% +$64.1K ﹤0.01% 1602
2025
Q4 		$552K Buy
+10,774
New +$552K ﹤0.01% 1553

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

&Partners's USMF Position: Q2 2026 in Review

&Partners reduced its WisdomTree US Multifactor Fund (USMF) stake by 34% in Q2 2026, selling an estimated $214K and leaving 7,919 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

&Partners first reported a position in USMF in Q4 2025 and has held it in 3 quarters since. The position peaked at $595K in Q1 2026. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • &Partners held 7,919 shares of WisdomTree US Multifactor Fund worth $430K as of Q2 2026.
  • &Partners sold 4,112 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $214K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1923 holding.
  • &Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and has held it in 3 quarters since.
  • &Partners's WisdomTree US Multifactor Fund position peaked at $595K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.