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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
Q2 		$32.3M Buy
594,894
+142,861
+32% +$7.44M 0.62% 44
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

SNS Financial Group increased its WisdomTree US Multifactor Fund (USMF) stake by 32% in Q2 2026, buying an estimated $7.44M and bringing the position to 594,894 shares worth $32.3M. The position accounts for 0.62% of the portfolio, ranked #44.

SNS Financial Group first reported a position in USMF in Q1 2025 and has held it in 6 quarters since. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • SNS Financial Group held 594,894 shares of WisdomTree US Multifactor Fund worth $32.3M as of Q2 2026.
  • SNS Financial Group bought 142,861 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $7.44M.
  • WisdomTree US Multifactor Fund made up 0.62% of SNS Financial Group's portfolio in Q2 2026, its #44 holding.
  • SNS Financial Group first reported a position in WisdomTree US Multifactor Fund in Q1 2025 and has held it in 6 quarters since.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.