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Summit Financial’s WisdomTree US Multifactor Fund USMF Stock Holding History

Summit Financial’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 		$811K Buy
16,421
+4,018
+32% +$205K 0.01% 846
2025
Q4 		$636K Sell
12,403
-4,635
-27% -$238K 0.01% 809
2025
Q3 		$891K Buy
+17,038
New +$876K 0.01% 689

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

Summit Financial's USMF Position: Q1 2026 in Review

Summit Financial increased its WisdomTree US Multifactor Fund (USMF) stake by 32% in Q1 2026, buying an estimated $205K and bringing the position to 16,421 shares worth $811K. The position accounts for 0.01% of the portfolio, ranked #846.

Summit Financial first reported a position in USMF in Q3 2025 and has held it in 3 quarters since. The position peaked at $891K in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Summit Financial held 16,421 shares of WisdomTree US Multifactor Fund worth $811K as of Q1 2026.
  • Summit Financial bought 4,018 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $205K.
  • WisdomTree US Multifactor Fund made up 0.01% of Summit Financial's portfolio in Q1 2026, its #846 holding.
  • Summit Financial first reported a position in WisdomTree US Multifactor Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's WisdomTree US Multifactor Fund position peaked at $891K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.