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

SNS 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	$22.3M	Buy	452,033 +12,825	+3%	+$654K	1.92%	19
2025 Q4	$22.5M	Sell	439,208 -537	-0.1%	-$27.5K	1.94%	19
2025 Q3	$23M	Buy	439,745 +17,994	+4%	+$925K	2%	17
2025 Q2	$21.6M	Buy	421,751 +37,457	+10%	+$1.85M	2.06%	16
2025 Q1	$19.1M	Buy	+384,294	New	+$19.4M	1.94%	17

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

TFG

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

WLPWM

Walled Lake Planning & Wealth Management Winnetka, Illinois $340M AUM 14.34% 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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

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

SNS Financial Group increased its WisdomTree US Multifactor Fund (USMF) stake by 2.9% in Q1 2026, buying an estimated $654K and bringing the position to 452,033 shares worth $22.3M. The position accounts for 1.92% of the portfolio, ranked #19.

SNS Financial Group first reported a position in USMF in Q1 2025 and has held it in 5 quarters since. The position peaked at $23M in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

SNS Financial Group held 452,033 shares of WisdomTree US Multifactor Fund worth $22.3M as of Q1 2026.
SNS Financial Group bought 12,825 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $654K.
WisdomTree US Multifactor Fund made up 1.92% of SNS Financial Group's portfolio in Q1 2026, its #19 holding.
SNS Financial Group first reported a position in WisdomTree US Multifactor Fund in Q1 2025 and has held it in 5 quarters since.
SNS Financial Group's WisdomTree US Multifactor Fund position peaked at $23M in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on SNS Financial Group's 13F filing for Q1 2026, filed 14 Apr 2026.