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
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

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
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

World Equity Group's USMF Position: Q2 2026 in Review

World Equity Group increased its WisdomTree US Multifactor Fund (USMF) stake by 1.2% in Q2 2026, buying an estimated $3.91K and bringing the position to 6,170 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #295.

World Equity Group first reported a position in USMF in Q4 2024 and has held it in 6 quarters since. The position peaked at $346K in Q4 2024. 12 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • World Equity Group held 6,170 shares of WisdomTree US Multifactor Fund worth $335K as of Q2 2026.
  • World Equity Group bought 75 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $3.91K.
  • WisdomTree US Multifactor Fund made up 0.07% of World Equity Group's portfolio in Q2 2026, its #295 holding.
  • World Equity Group first reported a position in WisdomTree US Multifactor Fund in Q4 2024 and has held it in 6 quarters since.
  • World Equity Group's WisdomTree US Multifactor Fund position peaked at $346K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.