WEG
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World Equity Group’s WisdomTree US Multifactor Fund USMF Stock Holding History

World Equity Group’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
Q3 		$323K Buy
6,205
+35
+0.6% +$1.86K 0.13% 163
2026
Q2 		$335K Buy
6,170
+75
+1% +$3.91K 0.07% 295
2026
Q1 		$301K Buy
6,095
+225
+4% +$11.5K 0.08% 285
2025
Q4 		$301K Buy
5,870
+400
+7% +$20.5K 0.08% 263
2025
Q3 		$286K Buy
5,470
+100
+2% +$5.14K 0.06% 285
2025
Q2 		$275K Buy
+5,370
New +$265K 0.08% 263
2025
Q1 		– Sell
-6,960
Closed -$346K – 375
2024
Q4 		$346K Buy
+6,960
New +$351K 0.07% 244

Other funds holding USMF

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
CAP
Columbia Advisory Partners Spokane, Washington $181M AUM 18.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

World Equity Group's USMF Position: Q3 2026 in Review

World Equity Group increased its WisdomTree US Multifactor Fund (USMF) stake by 0.57% in Q3 2026, buying an estimated $1.86K and bringing the position to 6,205 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #163.

World Equity Group first reported a position in USMF in Q4 2024 and has held it in 7 quarters since. The position peaked at $346K in Q4 2024. 8 funds tracked by Wall St. Rank hold USMF as of Q3 2026.

  • World Equity Group held 6,205 shares of WisdomTree US Multifactor Fund worth $323K as of Q3 2026.
  • World Equity Group bought 35 WisdomTree US Multifactor Fund shares in Q3 2026, an estimated $1.86K.
  • WisdomTree US Multifactor Fund made up 0.13% of World Equity Group's portfolio in Q3 2026, its #163 holding.
  • World Equity Group first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 7 quarters since.
  • World Equity Group's WisdomTree US Multifactor Fund position peaked at $346K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.