WISDOMTREE US MULTIFACTOR FU USMF
$52.89
-1.3% 52w: $48.44 – $54.29
Latest 13F among current holders filed 9 days ago (Jun 26, 2026)
Price — last 12 months
research preview data48.4451.3754.29
Jun 20, 2025 Jul 2, 2026
Institutional holders
74
+1 QoQ
13F value
$272.7M
-11.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$1.1M calls / — puts
Institutional value by quarter
Number of holders
Who owns USMF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | Diversified mechanical | 1.4M | $67.3M | 0.1% | +0.8% |
| Lido Advisors, LLC | Wealth advisor | 673.6K | $33.3M | 0.1% | -11.8% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 637.7K | $31.5M | 0.6% | +8.0% |
| SNS Financial Group, LLC | Wealth advisor | 452.0K | $22.3M | 1.9% | +2.9% |
| Team Financial Group, LLC | Wealth advisor | 366.3K | $18.1M | 8.2% | -12.0% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | Wealth advisor | 358.1K | $17.7M | 5.2% | New |
| LPL Financial LLC | Bank broker | 226.2K | $11.2M | 0.0% | -14.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 160.8K | $7.9M | 0.0% | -22.7% |
| Cetera Investment Advisers | Wealth advisor | 103.7K | $5.1M | 0.0% | -3.6% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 79.5K | $3.9M | 0.2% | +0.3% |
| Atria Investments, Inc | Wealth advisor | 76.7K | $3.8M | 0.0% | 0.0% |
| Mariner, LLC | Diversified mechanical | 72.4K | $3.6M | 0.0% | +0.1% |
| Merit Financial Group, LLC | Wealth advisor | 65.7K | $3.2M | 0.0% | -8.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 62.2K | $3.1M | 0.0% | -12.1% |
| MORGAN STANLEY | Bank broker | 49.6K | $2.4M | 0.0% | +28.7% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 46.6K | $2.3M | 0.0% | -85.4% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 38.1K | $1.9M | 0.0% | +109.2% |
| Allworth Financial LP | Wealth advisor | 37.8K | $1.9M | 0.0% | -5.8% |
| Private Advisor Group, LLC | Wealth advisor | 37.3K | $1.8M | 0.0% | -22.1% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 36.3K | $1.8M | 0.3% | -52.2% |
| Integrated Wealth Concepts LLC | Wealth advisor | 35.6K | $1.8M | 0.0% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 32.3K | $1.6M | 0.0% | -1.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 30.4K | $1.5M | 0.0% | -66.2% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 29.3K | $1.4M | 0.0% | -0.8% |
| JPMORGAN CHASE & CO | Bank broker | 28.8K | $1.4M | 0.0% | +6.5% |
| WCG Wealth Advisors LLC | Wealth advisor | 26.7K | $1.3M | 0.0% | -2.4% |
| Archer Investment Management, LLC | Wealth advisor | 26.4K | $1.3M | 0.5% | -74.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 23.2K | $1.1M | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 21.2K | $1.0M | 0.0% | -28.8% |
| WealthPoint Financial, LLC | Wealth advisor | 20.3K | $1.0M | 0.8% | +7.7% |
| Summit Financial, LLC | Wealth advisor | 16.4K | $811K | 0.0% | +32.4% |
| CWM, LLC | Wealth advisor | 15.7K | $773K | 0.0% | -49.7% |
| AXXCESS WEALTH MANAGEMENT, LLC | Wealth advisor | 15.3K | $754K | 0.0% | Held |
| United Advisor Group, LLC | Wealth advisor | 15.0K | $741K | 0.1% | -44.3% |
| IHT Wealth Management, LLC | Wealth advisor | 14.5K | $718K | 0.0% | +4.9% |
| Modern Wealth Management, LLC | Wealth advisor | 14.1K | $701K | 0.0% | +0.4% |
| Beacon Financial Advisory LLC | Wealth advisor | 14.1K | $698K | 0.2% | -7.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 13.6K | $673K | 0.0% | -5.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 13.3K | $659K | 0.0% | +76.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 12.4K | $613K | 0.0% | New |
| &PARTNERS | Diversified mechanical | 12.0K | $595K | 0.0% | +11.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 11.9K | $588K | 0.0% | -0.2% |
| COLUMBIA ADVISORY PARTNERS LLC | Wealth advisor | 11.2K | $555K | 0.4% | -91.2% |
| TopTier Wealth Management, LLC | Wealth advisor | 8.9K | $438K | 0.3% | -2.3% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 8.7K | $429K | 0.0% | New |
| BIP Wealth, LLC | Wealth advisor | 7.9K | $392K | 0.0% | +53.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 7.9K | $391K | 0.0% | -49.4% |
| Arkadios Wealth Advisors | Wealth advisor | 7.0K | $344K | 0.0% | -33.6% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 6.8K | $335K | 0.0% | -80.4% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 6.6K | $324K | 0.0% | +0.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.