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 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 $94.2B AUM 21.24% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 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

REAP Financial Group's USMF Position: Q1 2026 in Review

REAP Financial Group reduced its WisdomTree US Multifactor Fund (USMF) stake by 28% in Q1 2026, selling an estimated $19.6K and leaving 983 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #296.

REAP Financial Group first reported a position in USMF in Q4 2023 and has held it in 10 quarters since. The position peaked at $861K in Q4 2023. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

REAP Financial Group held 983 shares of WisdomTree US Multifactor Fund worth $48.5K as of Q1 2026.
REAP Financial Group sold 384 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $19.6K.
WisdomTree US Multifactor Fund made up 0.01% of REAP Financial Group's portfolio in Q1 2026, its #296 holding.
REAP Financial Group first reported a position in WisdomTree US Multifactor Fund in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's WisdomTree US Multifactor Fund position peaked at $861K in Q4 2023.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.