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%	-$2.3K	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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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 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

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Evolve Private Wealth Los Angeles, California $1.64B AUM

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.