SWM
USMF icon

SHP Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

SHP Wealth Management’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 		$1.68K Hold
31
– – ﹤0.01% 1445
2026
Q1 		$1.53K Hold
31
– – ﹤0.01% 1355
2025
Q4 		$1.59K Buy
+31
New +$1.59K ﹤0.01% 1176

Other funds holding USMF

HighTower Advisors
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

SHP Wealth Management's USMF Position: Q2 2026 in Review

SHP Wealth Management held its WisdomTree US Multifactor Fund (USMF) position steady in Q2 2026 at 31 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

SHP Wealth Management first reported a position in USMF in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • SHP Wealth Management held 31 shares of WisdomTree US Multifactor Fund worth $1.68K as of Q2 2026.
  • SHP Wealth Management left its WisdomTree US Multifactor Fund share count unchanged in Q2 2026.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1445 holding.
  • SHP Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.