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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
Q1 		$17.7M Buy
+358,110
New +$18.3M 5.2% 4

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Walled Lake Planning & Wealth Management's USMF Position: Q1 2026 in Review

Walled Lake Planning & Wealth Management opened a new position in WisdomTree US Multifactor Fund (USMF) in Q1 2026: 358,110 shares worth $17.7M. The stake represents 5.2% of the portfolio and ranks #4 among its holdings.

74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Walled Lake Planning & Wealth Management held 358,110 shares of WisdomTree US Multifactor Fund worth $17.7M as of Q1 2026.
  • WisdomTree US Multifactor Fund was a new Walled Lake Planning & Wealth Management position in Q1 2026.
  • WisdomTree US Multifactor Fund made up 5.2% of Walled Lake Planning & Wealth Management's portfolio in Q1 2026, its #4 holding.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.