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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
Q2 		$1.2M Sell
22,109
-4,616
-17% -$240K 0.03% 377
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
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
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 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

WCG Wealth Advisors's USMF Position: Q2 2026 in Review

WCG Wealth Advisors reduced its WisdomTree US Multifactor Fund (USMF) stake by 17% in Q2 2026, selling an estimated $240K and leaving 22,109 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #377.

WCG Wealth Advisors first reported a position in USMF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.59M in Q4 2024. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • WCG Wealth Advisors held 22,109 shares of WisdomTree US Multifactor Fund worth $1.2M as of Q2 2026.
  • WCG Wealth Advisors sold 4,616 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $240K.
  • WisdomTree US Multifactor Fund made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #377 holding.
  • WCG Wealth Advisors first reported a position in WisdomTree US Multifactor Fund in Q3 2023 and has held it in 12 quarters since.
  • WCG Wealth Advisors's WisdomTree US Multifactor Fund position peaked at $1.59M in Q4 2024.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.