Wells Fargo
USMF icon

Wells Fargo’s WisdomTree US Multifactor Fund USMF Stock Holding History

Wells Fargo’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 		$7.54M Sell
139,075
-21,727
-14% -$1.13M ﹤0.01% 2446
2026
Q1 		$7.94M Sell
160,802
-47,180
-23% -$2.41M ﹤0.01% 2216
2025
Q4 		$10.7M Sell
207,982
-1,418
-0.7% -$72.7K ﹤0.01% 1981
2025
Q3 		$10.9M Buy
209,400
+11,469
+6% +$589K ﹤0.01% 1924
2025
Q2 		$10.1M Buy
197,931
+8,716
+5% +$431K ﹤0.01% 1885
2025
Q1 		$9.39M Buy
189,215
+57,749
+44% +$2.92M ﹤0.01% 1902
2024
Q4 		$6.53M Buy
131,466
+42,425
+48% +$2.14M ﹤0.01% 2230
2024
Q3 		$4.35M Buy
89,041
+4,333
+5% +$204K ﹤0.01% 2450
2024
Q2 		$3.85M Buy
84,708
+2,516
+3% +$114K ﹤0.01% 2460
2024
Q1 		$3.83M Buy
82,192
+1,912
+2% +$84.4K ﹤0.01% 2459
2023
Q4 		$3.38M Buy
80,280
+3,210
+4% +$127K ﹤0.01% 2500
2023
Q3 		$2.96M Sell
77,070
-11,359
-13% -$444K ﹤0.01% 2490
2023
Q2 		$3.43M Sell
88,429
-122,218
-58% -$4.57M ﹤0.01% 2460
2023
Q1 		$7.91M Buy
210,647
+2,277
+1% +$86.6K ﹤0.01% 1761
2022
Q4 		$7.83M Buy
208,370
+187,043
+877% +$7.01M ﹤0.01% 1717
2022
Q3 		$728K Buy
21,327
+2,721
+15% +$102K ﹤0.01% 3442
2022
Q2 		$675K Buy
18,606
+9,846
+112% +$382K ﹤0.01% 3545
2022
Q1 		$359K Buy
8,760
+625
+8% +$25.3K ﹤0.01% 4640
2021
Q4 		$341K Buy
8,135
+985
+14% +$40K ﹤0.01% 4964
2021
Q3 		$278K Buy
7,150
+716
+11% +$28.6K ﹤0.01% 4967
2021
Q2 		$253K Buy
6,434
+1,609
+33% +$62.9K ﹤0.01% 4930
2021
Q1 		$183K Buy
4,825
+2,075
+75% +$76.6K ﹤0.01% 5197
2020
Q4 		$97K Buy
+2,750
New +$91.3K ﹤0.01% 5373
2020
Q3 		– Sell
-50
Closed -$1.57K – 6946
2020
Q2 		$2K Buy
50
+49
+4,900% +$1.37K ﹤0.01% 6116
2020
Q1 		$0 Buy
+1
New +$30 ﹤0.01% 6842
2019
Q4 		– Sell
-1
Closed -$31 – 6768
2019
Q3 		$0 Hold
1
– – ﹤0.01% 6748
2019
Q2 		$0 Buy
+1
New +$30 ﹤0.01% 6641

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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
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

Wells Fargo's USMF Position: Q2 2026 in Review

Wells Fargo reduced its WisdomTree US Multifactor Fund (USMF) stake by 14% in Q2 2026, selling an estimated $1.13M and leaving 139,075 shares worth $7.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2446.

Wells Fargo first reported a position in USMF in Q2 2019 and has held it in 27 quarters since. The position peaked at $10.9M in Q3 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Wells Fargo held 139,075 shares of WisdomTree US Multifactor Fund worth $7.54M as of Q2 2026.
  • Wells Fargo sold 21,727 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $1.13M.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #2446 holding.
  • Wells Fargo first reported a position in WisdomTree US Multifactor Fund in Q2 2019 and has held it in 27 quarters since.
  • Wells Fargo's WisdomTree US Multifactor Fund position peaked at $10.9M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.