Raymond James Financial’s WisdomTree US Multifactor Fund USMF Stock Holding History

Raymond James Financial’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	$2.3M	Sell	46,613 -272,190	-85%	-$13.9M	﹤0.01%	3246
2025 Q4	$16.3M	Sell	318,803 -41,810	-12%	-$2.14M	0.01%	1582
2025 Q3	$18.8M	Sell	360,613 -63,159	-15%	-$3.25M	0.01%	1452
2025 Q2	$21.7M	Buy	423,772 +6,841	+2%	+$338K	0.01%	1313
2025 Q1	$20.7M	Buy	416,931 +73,907	+22%	+$3.73M	0.01%	1280
2024 Q4	$17M	Buy	+343,024	New	+$17.3M	0.01%	1441

Other funds holding USMF

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 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 $445B AUM 25.58% 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

Raymond James Financial's USMF Position: Q1 2026 in Review

Raymond James Financial reduced its WisdomTree US Multifactor Fund (USMF) stake by 85% in Q1 2026, selling an estimated $13.9M and leaving 46,613 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Raymond James Financial first reported a position in USMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.7M in Q2 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Raymond James Financial held 46,613 shares of WisdomTree US Multifactor Fund worth $2.3M as of Q1 2026.
Raymond James Financial sold 272,190 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $13.9M.
WisdomTree US Multifactor Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3246 holding.
Raymond James Financial first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's WisdomTree US Multifactor Fund position peaked at $21.7M in Q2 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.