Royal Bank of Canada
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Royal Bank of Canada’s WisdomTree US Multifactor Fund USMF Stock Holding History

Royal Bank of Canada’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 		$107K Buy
2,163
+1,078
+99% +$55K ﹤0.01% 5085
2025
Q4 		$55K Hold
1,085
– – ﹤0.01% 5506
2025
Q3 		$56K Hold
1,085
– – ﹤0.01% 5776
2025
Q2 		$55K Sell
1,085
-163
-13% -$8.06K ﹤0.01% 5888
2025
Q1 		$62K Hold
1,248
– – ﹤0.01% 5483
2024
Q4 		$62K Sell
1,248
-901
-42% -$45.5K ﹤0.01% 5588
2024
Q3 		$105K Buy
2,149
+901
+72% +$42.4K ﹤0.01% 5312
2024
Q2 		$57K Sell
1,248
-1,486
-54% -$67.3K ﹤0.01% 5589
2024
Q1 		$127K Buy
2,734
+2,255
+471% +$99.5K ﹤0.01% 5052
2023
Q4 		$21K Hold
479
– – ﹤0.01% 6300
2023
Q3 		$18K Sell
479
-156
-25% -$6.1K ﹤0.01% 6221
2023
Q2 		$25K Sell
635
-256
-29% -$9.58K ﹤0.01% 6104
2023
Q1 		$34K Buy
891
+444
+99% +$16.9K ﹤0.01% 5819
2022
Q4 		$17K Buy
447
+119
+36% +$4.46K ﹤0.01% 6371
2022
Q3 		$11K Buy
328
+148
+82% +$5.53K ﹤0.01% 6397
2022
Q2 		$7K Hold
180
– – ﹤0.01% 6533
2022
Q1 		$7K Sell
180
-220
-55% -$8.9K ﹤0.01% 7132
2021
Q4 		$17K Buy
400
+265
+196% +$10.8K ﹤0.01% 6867
2021
Q3 		$5K Sell
135
-65
-33% -$2.6K ﹤0.01% 7149
2021
Q2 		$8K Sell
200
-5,483
-96% -$214K ﹤0.01% 6953
2021
Q1 		$215K Sell
5,683
-36,123
-86% -$1.33M ﹤0.01% 4889
2020
Q4 		$1.47M Buy
41,806
+37,822
+949% +$1.26M ﹤0.01% 3189
2020
Q3 		$125K Sell
3,984
-27,337
-87% -$856K ﹤0.01% 4849
2020
Q2 		$934K Sell
31,321
-31,648
-50% -$886K ﹤0.01% 3236
2020
Q1 		$1.54M Buy
62,969
+59,322
+1,627% +$1.79M ﹤0.01% 2690
2019
Q4 		$116K Buy
3,647
+1,981
+119% +$61.6K ﹤0.01% 5008
2019
Q3 		$51K Buy
1,666
+885
+113% +$26.9K ﹤0.01% 5116
2019
Q2 		$23K Buy
781
+688
+740% +$20.3K ﹤0.01% 5657
2019
Q1 		$3K Buy
+93
New +$2.63K ﹤0.01% 6451

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

Royal Bank of Canada's USMF Position: Q1 2026 in Review

Royal Bank of Canada increased its WisdomTree US Multifactor Fund (USMF) stake by 99% in Q1 2026, buying an estimated $55K and bringing the position to 2,163 shares worth $107K. The position accounts for ﹤0.01% of the portfolio, ranked #5085.

Royal Bank of Canada first reported a position in USMF in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.54M in Q1 2020. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Royal Bank of Canada held 2,163 shares of WisdomTree US Multifactor Fund worth $107K as of Q1 2026.
  • Royal Bank of Canada bought 1,078 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $55K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #5085 holding.
  • Royal Bank of Canada first reported a position in WisdomTree US Multifactor Fund in Q1 2019 and has held it in 29 quarters since.
  • Royal Bank of Canada's WisdomTree US Multifactor Fund position peaked at $1.54M in Q1 2020.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.