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

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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 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. 73 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.
73 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.