Thrivent Financial for Lutherans’s WisdomTree US Multifactor Fund USMF Stock Holding History

Thrivent Financial for Lutherans’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
2025 Q1	–	Sell	-8,043	Closed	-$400K	–	2547
2024 Q4	$400K	Sell	8,043 -830	-9%	-$41.9K	﹤0.01%	2333
2024 Q3	$434K	Hold	8,873	–	–	﹤0.01%	2296
2024 Q2	$403K	Hold	8,873	–	–	﹤0.01%	2297
2024 Q1	$413K	Sell	8,873 -100	-1%	-$4.41K	﹤0.01%	2289
2023 Q4	$377K	Sell	8,973 -1,315	-13%	-$52.2K	﹤0.01%	2284
2023 Q3	$396K	Sell	10,288 -201	-2%	-$7.86K	﹤0.01%	2222
2023 Q2	$407K	Sell	10,489 -3,975	-27%	-$149K	﹤0.01%	2250
2023 Q1	$543K	Buy	+14,464	New	+$550K	﹤0.01%	2096

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

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

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Thrivent Financial for Lutherans's USMF Position: Q1 2025 in Review

Thrivent Financial for Lutherans sold out of WisdomTree US Multifactor Fund (USMF) in Q1 2025, closing a stake of 8,043 shares — an estimated $400K sold.

Thrivent Financial for Lutherans first reported a position in USMF in Q1 2023 and held it in 8 quarters. The position peaked at $543K in Q1 2023. 65 funds tracked by Wall St. Rank hold USMF as of Q1 2025.

Thrivent Financial for Lutherans reported no remaining WisdomTree US Multifactor Fund position as of Q1 2025 after selling out during the quarter.
Thrivent Financial for Lutherans sold 8,043 WisdomTree US Multifactor Fund shares in Q1 2025, an estimated $400K.
Thrivent Financial for Lutherans first reported a position in WisdomTree US Multifactor Fund in Q1 2023 and held it in 8 quarters.
Thrivent Financial for Lutherans's WisdomTree US Multifactor Fund position peaked at $543K in Q1 2023.
65 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2025.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2025, filed 13 May 2025.