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 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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

EPW

Evolve Private Wealth Los Angeles, California $1.87B AUM

Thoroughbred Financial Services's USMF Position: Q1 2026 in Review

Thoroughbred Financial Services reduced its WisdomTree US Multifactor Fund (USMF) stake by 1% in Q1 2026, selling an estimated $2.29K and leaving 4,412 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #549.

Thoroughbred Financial Services first reported a position in USMF in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

Thoroughbred Financial Services held 4,412 shares of WisdomTree US Multifactor Fund worth $217K as of Q1 2026.
Thoroughbred Financial Services sold 45 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $2.29K.
WisdomTree US Multifactor Fund made up 0.01% of Thoroughbred Financial Services's portfolio in Q1 2026, its #549 holding.
Thoroughbred Financial Services first reported a position in WisdomTree US Multifactor Fund in Q2 2025 and has held it in 4 quarters since.
Thoroughbred Financial Services's WisdomTree US Multifactor Fund position peaked at $231K in Q3 2025.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.