P
USMF icon

&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
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 $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

&Partners's USMF Position: Q1 2026 in Review

&Partners increased its WisdomTree US Multifactor Fund (USMF) stake by 12% in Q1 2026, buying an estimated $64.1K and bringing the position to 12,031 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

&Partners first reported a position in USMF in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • &Partners held 12,031 shares of WisdomTree US Multifactor Fund worth $595K as of Q1 2026.
  • &Partners bought 1,257 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $64.1K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1602 holding.
  • &Partners first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.