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WPG Advisers’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

WPG Advisers’s Portfolio MTUM Stock Details MTUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.56M Sell
4,541
-21
-0.5% -$6.27K 0.92% 21
2026
Q1 		$1.09M Sell
4,562
-112
-2% -$28.1K 0.81% 19
2025
Q4 		$1.17M Sell
4,674
-15
-0.3% -$3.77K 0.87% 19
2025
Q3 		$1.2M Sell
4,689
-77
-2% -$18.9K 0.93% 18
2025
Q2 		$1.15M Sell
4,766
-35
-0.7% -$7.64K 0.97% 19
2025
Q1 		$970K Sell
4,801
-62
-1% -$13.2K 0.9% 19
2024
Q4 		$1.01M Buy
+4,863
New +$1.02M 0.94% 17

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

WPG Advisers's MTUM Position: Q2 2026 in Review

WPG Advisers reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 0.46% in Q2 2026, selling an estimated $6.27K and leaving 4,541 shares worth $1.56M. The position accounts for 0.92% of the portfolio, ranked #21.

WPG Advisers first reported a position in MTUM in Q4 2024 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold MTUM as of Q2 2026.

  • WPG Advisers held 4,541 shares of iShares MSCI USA Momentum Factor ETF worth $1.56M as of Q2 2026.
  • WPG Advisers sold 21 iShares MSCI USA Momentum Factor ETF shares in Q2 2026, an estimated $6.27K.
  • iShares MSCI USA Momentum Factor ETF made up 0.92% of WPG Advisers's portfolio in Q2 2026, its #21 holding.
  • WPG Advisers first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 803 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.