Who Owns WisdomTree U.S. Multifactor Fund (USMF)?Hedge Fund & Institutional Holders

$50.15+0.13 (+0.26%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$2.2513000213310003e+254T

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$44.42$46.53$48.64$50.75$52.86Aug 24Jun 25Mar 26

USMF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COLUMBIA ADVISORY PARTNERS LLCNew Position+128K+$6.6B
Beacon Financial Advisory LLCNew Position+15K+$779.0M
United Advisor Group, LLCIncreased+8K+$385.5M
WORLD EQUITY GROUP, INC.New Position+6K+$300.0M
Mutual Advisors, LLCNew Position+5K+$275.0M
CoreCap Advisors, LLCNew Position+5K+$274.0M
SWMG, LLCNew Position+4K+$203.0M
Kilter Group LLCNew Position+3K+$179.0M
Team Financial Group, LLCIncreased+11K+$133.6M
REAP Financial Group, LLCNew Position+1K+$70.0M
Geneos Wealth Management Inc.New Position+241+$12.0M
FMA Wealth Management, LLCIncreased+274+$9.4M
EVOLVE PRIVATE WEALTH, LLCNew Position+79K+$4.0M
Keating Financial Advisory Services, Inc.New Position+76K+$3.9M
Merit Financial Group, LLCNew Position+72K+$3.7M

USMF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Lido Advisors, LLCDecreased-1K-$40.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-98K-$5.1B
Defined Financial Planning LLCClosed Position-80K-$4.2B
NewEdge Advisors, LLCDecreased-7K-$4.1B
RAYMOND JAMES FINANCIAL INCDecreased-42K-$3.8B
OSAIC HOLDINGS, INC.Decreased-38K-$3.6B
Archer Investment Management, LLCDecreased-62K-$3.3B
Allworth Financial LPDecreased-2K-$2.2B
WELLS FARGO & COMPANY/MNDecreased-1K-$1.9B
Private Advisor Group, LLCDecreased-22K-$1.7B
Atria Investments, IncDecreased-6K-$1.3B
CITADEL ADVISORS LLCClosed Position-15K-$782.2M
SNS Financial Group, LLCDecreased-537-$472.5M
OLD MISSION CAPITAL LLCClosed Position-7K-$339.8M
Soltis Investment Advisors LLCDecreased-840-$276.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SNS Financial Group, LLC439,208$22.5B1.94%Share
2Team Financial Group, LLC416,147$21.3B9.68%Share
3RAYMOND JAMES FINANCIAL INC307,489$15.0B0.00%Share
4COLUMBIA ADVISORY PARTNERS LLC128,345$6.6B4.48%Share
5WELLS FARGO & COMPANY/MN134,648$6.0B0.00%Share
6Archer Investment Management, LLC101,325$5.2B2.79%Share
7WELLS FARGO & COMPANY/MN73,334$3.0B0.00%Share
8Atria Investments, Inc76,678$3.0B0.03%Share
9Private Advisor Group, LLC47,837$2.0B0.01%Share
10Stratos Wealth Partners, LTD.32,797$1.7B0.02%Share
11WCG Wealth Advisors LLC27,387$1.4B0.04%Share
12United Advisor Group, LLC26,948$1.4B0.17%Share
13TWO SIGMA INVESTMENTS, LP35,900$1.0B0.00%Share
14JPMORGAN CHASE & CO26,724$1.0B0.00%Share
15Beacon Financial Advisory LLC15,207$779.0M0.18%Share
16Modern Wealth Management, LLC14,093$722.0M0.01%Share
17Quartz Partners, LLC9,290$476.0M0.18%Share
18WORLD EQUITY GROUP, INC.5,870$300.0M0.08%Share
19Mutual Advisors, LLC5,377$275.0M0.01%Share
20CoreCap Advisors, LLC5,357$274.0M0.01%Share
21FMA Wealth Management, LLC4,284$219.0M0.14%Share
22SWMG, LLC3,933$203.0M0.06%Share
23Kilter Group LLC1,738$90.0M0.04%Share
24Kilter Group LLC1,738$89.0M0.04%Share
25CREATIVE FINANCIAL DESIGNS INC /ADV1,754$89.0M0.01%Share
26REAP Financial Group, LLC1,367$70.0M0.01%Share
27HighTower Advisors, LLC1,351,735$69.0M0.08%Share
28Hughes Financial Services, LLC996$51.0M0.01%Share
29Lido Advisors, LLC763,591$39.0M0.12%Share
30LPL Financial LLC265,377$13.0M0.00%Share
31Geneos Wealth Management Inc.241$12.0M0.00%Share
32Cetera Investment Advisers107,643$5.0M0.01%Share
33EVOLVE PRIVATE WEALTH, LLC79,306$4.0M0.24%Share
34Keating Financial Advisory Services, Inc.75,929$3.9M0.53%Share
35Merit Financial Group, LLC71,754$3.7M0.03%Share
36NewEdge Advisors, LLC70,808$3.0M0.01%Share
37Mariner, LLC72,296$3.0M0.00%Share
38Financial Enhancement Group LLC54,906$2.8M0.37%Share
39Allworth Financial LP40,086$2.1M0.01%Share
40Sunbelt Securities, Inc.42$2.0M0.00%Share
41Concurrent Investment Advisors, LLC34,466$1.8M0.02%Share
42CWM, LLC31,147$1.6M0.00%Share
43KESTRA PRIVATE WEALTH SERVICES, LLC29,569$1.5M0.02%Share
44MORGAN STANLEY38,535$1.0M0.00%Share
45WealthPoint Financial, LLC18,810$964K0.84%Share
46AXXCESS WEALTH MANAGEMENT, LLC15,272$782K0.00%Share
47WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,247$478K0.00%Share
48TopTier Wealth Management, LLC9,080$465K0.32%Share
49Sanctuary Advisors, LLC7,199$357K0.00%Share
50Sanctuary Advisors, LLC7,199$357K0.00%Share

USMF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202572$94.9B+27
Q3 202545$278.2B-17
Q2 202562$254.7B-1
Q1 202563$289.1B+8
Q4 202455$3.0T+10
Q3 202445$12.3T+4
Q2 202441$4.5T+7
Q1 202434$291.7T—

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As of Q4 2025, 50 institutional investors hold USMF (WisdomTree U.S. Multifactor Fund). The largest holder is SNS Financial Group, LLC with $22.5B in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own USMF?

As of Q4 2025, 50 institutional investors report holding USMF (WisdomTree U.S. Multifactor Fund) in their 13F filings.

Who is the largest institutional holder of USMF?

The largest institutional holder of USMF is SNS Financial Group, LLC with $22.5B in shares.

Is institutional ownership of USMF increasing or decreasing?

This quarter, 12 institutions opened new positions in USMF and 3 closed their positions.