UBS Group
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UBS Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

UBS 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
Q3 		$105K Buy
2,024
+1,851
+1,070% +$98.2K ﹤0.01% 7136
2026
Q2 		$9.38K Buy
+173
New +$9.01K ﹤0.01% 8603
2025
Q4 		– Sell
-300
Closed -$15.7K – 11196
2025
Q3 		$15.7K Buy
+300
New +$15.4K ﹤0.01% 8312
2025
Q1 		– Sell
-475
Closed -$23.6K – 10750
2024
Q4 		$23.6K Sell
475
-237
-33% -$12K ﹤0.01% 7771
2024
Q3 		$34.8K Buy
712
+685
+2,537% +$32.3K ﹤0.01% 7049
2024
Q2 		$1.23K Buy
+27
New +$1.22K ﹤0.01% 8625
2023
Q4 		– Sell
-148
Closed -$5.69K – 9911
2023
Q3 		$5.69K Sell
148
-534
-78% -$20.9K ﹤0.01% 7353
2023
Q2 		$26.4K Sell
682
-57
-8% -$2.13K ﹤0.01% 6758
2023
Q1 		$27.7K Buy
739
+543
+277% +$20.6K ﹤0.01% 6846
2022
Q4 		$7.37K Sell
196
-986
-83% -$37K ﹤0.01% 8901
2022
Q3 		$40K Buy
+1,182
New +$44.2K ﹤0.01% 6573
2022
Q2 		– Sell
-251
Closed -$10K – 10980
2022
Q1 		$10K Sell
251
-1,416
-85% -$57.3K ﹤0.01% 8447
2021
Q4 		$70K Buy
+1,667
New +$67.8K ﹤0.01% 6628
2021
Q3 		– Sell
-1,390
Closed -$54K – 10117
2021
Q2 		$54K Sell
1,390
-3,015
-68% -$118K ﹤0.01% 6362
2021
Q1 		$166K Buy
4,405
+454
+11% +$16.8K ﹤0.01% 5604
2020
Q4 		$139K Buy
3,951
+970
+33% +$32.2K ﹤0.01% 5475
2020
Q3 		$93K Sell
2,981
-2,798
-48% -$87.6K ﹤0.01% 5234
2020
Q2 		$172K Sell
5,779
-1,778
-24% -$49.8K ﹤0.01% 4907
2020
Q1 		$185K Sell
7,557
-1,139
-13% -$34.3K ﹤0.01% 4781
2019
Q4 		$278K Sell
8,696
-3,767
-30% -$117K ﹤0.01% 5348
2019
Q3 		$378K Sell
12,463
-2,429
-16% -$73.7K ﹤0.01% 4778
2019
Q2 		$448K Buy
14,892
+924
+7% +$27.3K ﹤0.01% 4380
2019
Q1 		$405K Buy
13,968
+10,768
+337% +$304K ﹤0.01% 4184
2018
Q4 		$84K Buy
+3,200
New +$91.1K ﹤0.01% 5682
2018
Q2 		– Sell
-45
Closed -$1K – 8272
2018
Q1 		$1K Buy
+45
New +$1.27K ﹤0.01% 7668

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
SNS Financial Group
SNS Financial Group Minneapolis, Minnesota $3.53B AUM 15.18% 1-Year Est. Return
Walled Lake Planning & Wealth Management
Walled Lake Planning & Wealth Management Winnetka, Illinois $420M AUM 13.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $253M AUM 9.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Evolve Private Wealth
Evolve Private Wealth Los Angeles, California $2.11B AUM 26.82% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group's USMF Position: Q3 2026 in Review

UBS Group increased its WisdomTree US Multifactor Fund (USMF) stake by 1,070% in Q3 2026, buying an estimated $98.2K and bringing the position to 2,024 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #7136.

UBS Group first reported a position in USMF in Q1 2018 and has held it in 25 quarters since. The position peaked at $448K in Q2 2019. 51 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

  • UBS Group held 2,024 shares of WisdomTree US Multifactor Fund worth $105K as of Q3 2026.
  • UBS Group bought 1,851 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $98.2K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #7136 holding.
  • UBS Group first reported a position in WisdomTree US Multifactor Fund in Q1 2018 and has held it in 25 quarters since.
  • UBS Group's WisdomTree US Multifactor Fund position peaked at $448K in Q2 2019.
  • 51 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.