Planning Strategies Inc.’s WisdomTree US Multifactor Fund USMF Stock Holding History

Planning Strategies Inc.’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	$5.26K	Buy	+97	New	+$5.05K	﹤0.01%	411

Other funds holding USMF

Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return

Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Columbia Advisory Partners Spokane, Washington $181M AUM 25.77% 1-Year Est. Return

Planning Strategies Inc.'s USMF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree US Multifactor Fund (USMF) in Q2 2026: 97 shares worth $5.26K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings.

26 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

Planning Strategies Inc. held 97 shares of WisdomTree US Multifactor Fund worth $5.26K as of Q2 2026.
WisdomTree US Multifactor Fund was a new Planning Strategies Inc. position in Q2 2026.
WisdomTree US Multifactor Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #411 holding.
26 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.