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

Team 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	$15.5M	Sell	285,798 -80,511	-22%	-$4.19M	6.58%	5
2026 Q1	$18.1M	Sell	366,309 -49,838	-12%	-$2.54M	8.21%	4
2025 Q4	$21.3M	Buy	416,147 +10,610	+3%	+$544K	9.68%	4
2025 Q3	$21.2M	Buy	405,537 +7,105	+2%	+$365K	9.82%	4
2025 Q2	$20.4M	Buy	398,432 +22,658	+6%	+$1.12M	10.04%	4
2025 Q1	$18.6M	Sell	375,774 -3,368	-0.9%	-$170K	10.76%	4
2024 Q4	$18.8M	Buy	379,142 +10,940	+3%	+$552K	10.8%	4
2024 Q3	$18M	Buy	368,202 +8,174	+2%	+$385K	10.7%	4
2024 Q2	$16.4M	Buy	360,028 +16,030	+5%	+$726K	10.51%	4
2024 Q1	$16M	Buy	343,998 +14,445	+4%	+$637K	10.78%	4
2023 Q4	$13.9M	Buy	329,553 +23,663	+8%	+$939K	9.94%	4
2023 Q3	$11.8M	Buy	+305,890	New	+$12M	9.72%	4

Other funds holding USMF

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Team Financial Group reduced its WisdomTree US Multifactor Fund (USMF) stake by 22% in Q2 2026, selling an estimated $4.19M and leaving 285,798 shares worth $15.5M. The position accounts for 6.58% of the portfolio, ranked #5.

Team Financial Group first reported a position in USMF in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.3M in Q4 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Team Financial Group held 285,798 shares of WisdomTree US Multifactor Fund worth $15.5M as of Q2 2026.
Team Financial Group sold 80,511 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $4.19M.
WisdomTree US Multifactor Fund made up 6.58% of Team Financial Group's portfolio in Q2 2026, its #5 holding.
Team Financial Group first reported a position in WisdomTree US Multifactor Fund in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's WisdomTree US Multifactor Fund position peaked at $21.3M in Q4 2025.
73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.