REAP Financial Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

REAP Financial Group’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	–	Sell	-983	Closed	-$48.5K	–	583
2026 Q1	$48.5K	Sell	983 -384	-28%	-$19.6K	0.01%	296
2025 Q4	$70.1K	Sell	1,367 -76	-5%	-$3.89K	0.01%	254
2025 Q3	$75.4K	Sell	1,443 -297	-17%	-$15.3K	0.02%	221
2025 Q2	$89.2K	Sell	1,740 -148	-8%	-$7.32K	0.02%	194
2025 Q1	$93.7K	Sell	1,888 -7,391	-80%	-$373K	0.02%	158
2024 Q4	$461K	Sell	9,279 -1,392	-13%	-$70.3K	0.11%	74
2024 Q3	$522K	Sell	10,671 -3,337	-24%	-$157K	0.13%	74
2024 Q2	$637K	Sell	14,008 -2,913	-17%	-$132K	0.17%	70
2024 Q1	$788K	Sell	16,921 -3,555	-17%	-$157K	0.22%	68
2023 Q4	$861K	Buy	+20,476	New	+$812K	0.25%	64

Other funds holding USMF

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

REAP Financial Group's USMF Position: Q2 2026 in Review

REAP Financial Group sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2026, closing a stake of 983 shares — an estimated $48.5K sold.

REAP Financial Group first reported a position in USMF in Q4 2023 and held it in 10 quarters. The position peaked at $861K in Q4 2023. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

REAP Financial Group reported no remaining WisdomTree US Multifactor Fund position as of Q2 2026 after selling out during the quarter.
REAP Financial Group sold 983 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $48.5K.
REAP Financial Group first reported a position in WisdomTree US Multifactor Fund in Q4 2023 and held it in 10 quarters.
REAP Financial Group's WisdomTree US Multifactor Fund position peaked at $861K in Q4 2023.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.