WCG Wealth Advisors’s WisdomTree US Multifactor Fund USMF Stock Holding History

WCG Wealth Advisors’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	$1.32M	Sell	26,725 -662	-2%	-$33.8K	0.04%	332
2025 Q4	$1.4M	Sell	27,387 -917	-3%	-$47K	0.04%	303
2025 Q3	$1.48M	Sell	28,304 -454	-2%	-$23.3K	0.09%	185
2025 Q2	$1.47M	Sell	28,758 -1,680	-6%	-$83K	0.1%	185
2025 Q1	$1.51M	Sell	30,438 -1,556	-5%	-$78.6K	0.11%	163
2024 Q4	$1.59M	Sell	31,994 -400	-1%	-$20.2K	0.11%	168
2024 Q3	$1.58M	Sell	32,394 -1,176	-4%	-$55.4K	0.11%	177
2024 Q2	$1.52M	Buy	33,570 +2,735	+9%	+$124K	0.11%	159
2024 Q1	$1.44M	Buy	30,835 +3,230	+12%	+$143K	0.12%	151
2023 Q4	$1.16M	Sell	27,605 -390	-1%	-$15.5K	0.09%	187
2023 Q3	$1.08M	Buy	+27,995	New	+$1.09M	0.08%	195

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

WCG Wealth Advisors's USMF Position: Q1 2026 in Review

WCG Wealth Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 2.4% in Q1 2026, selling an estimated $33.8K and leaving 26,725 shares worth $1.32M. The position accounts for 0.04% of the portfolio, ranked #332.

WCG Wealth Advisors first reported a position in USMF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2024. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

WCG Wealth Advisors held 26,725 shares of WisdomTree US Multifactor Fund worth $1.32M as of Q1 2026.
WCG Wealth Advisors sold 662 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $33.8K.
WisdomTree US Multifactor Fund made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #332 holding.
WCG Wealth Advisors first reported a position in WisdomTree US Multifactor Fund in Q3 2023 and has held it in 11 quarters since.
WCG Wealth Advisors's WisdomTree US Multifactor Fund position peaked at $1.59M in Q4 2024.
74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.