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Walled Lake Planning & Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Walled Lake Planning & Wealth Management’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 		$10.4M Sell
192,415
-165,695
-46% -$8.63M 2.63% 11
2026
Q1 		$17.7M Buy
+358,110
New +$18.3M 5.2% 4

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Walled Lake Planning & Wealth Management's USMF Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its WisdomTree US Multifactor Fund (USMF) stake by 46% in Q2 2026, selling an estimated $8.63M and leaving 192,415 shares worth $10.4M. The position accounts for 2.63% of the portfolio, ranked #11.

Walled Lake Planning & Wealth Management first reported a position in USMF in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.7M in Q1 2026. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 192,415 shares of WisdomTree US Multifactor Fund worth $10.4M as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 165,695 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $8.63M.
  • WisdomTree US Multifactor Fund made up 2.63% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Walled Lake Planning & Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2026 and has held it in 2 quarters since.
  • Walled Lake Planning & Wealth Management's WisdomTree US Multifactor Fund position peaked at $17.7M in Q1 2026.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.