TFS
USMF icon

Thoroughbred Financial Services’s WisdomTree US Multifactor Fund USMF Stock Holding History

Thoroughbred Financial Services’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 		– Sell
-4,412
Closed -$217K – 637
2026
Q1 		$217K Sell
4,412
-45
-1% -$2.29K 0.01% 549
2025
Q4 		$228K Buy
4,457
+29
+0.7% +$1.49K 0.01% 530
2025
Q3 		$231K Hold
4,428
– – 0.01% 522
2025
Q2 		$226K Buy
+4,428
New +$219K 0.02% 519

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

Thoroughbred Financial Services's USMF Position: Q2 2026 in Review

Thoroughbred Financial Services sold out of WisdomTree US Multifactor Fund (USMF) in Q2 2026, closing a stake of 4,412 shares — an estimated $217K sold.

Thoroughbred Financial Services first reported a position in USMF in Q2 2025 and held it in 4 quarters. The position peaked at $231K in Q3 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Thoroughbred Financial Services reported no remaining WisdomTree US Multifactor Fund position as of Q2 2026 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,412 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $217K.
  • Thoroughbred Financial Services first reported a position in WisdomTree US Multifactor Fund in Q2 2025 and held it in 4 quarters.
  • Thoroughbred Financial Services's WisdomTree US Multifactor Fund position peaked at $231K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

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