Wisdomtree US Multifactor FuUSMFETF
13F holders, Q2 2026 (June 30)73holders −1
4new positions
6sold out
1famous investor
$54.24avg. 13F price*
At the end of Q2 2026, 73 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, down 1 from Q1 2026. 4 opened new positions and 6 sold out. The largest holders were HighTower Advisors, LLC ($74.1M), Bluespring Wealth Management, LLC ($32.3M) and Team Financial Group, LLC ($15.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Wisdomtree US Multifactor Fu
- CUSIP
- 97717Y857
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $730K |
| Exits | 6 | $7.9M |
All 13F filers, Q1 2026 → Q2 2026: 212,166 shares bought and 1,869,217 shares sold, net −1,657,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| HighTower Advisors, LLC | 0.07% | Add +0.2% | 1,366,387 | $74.1M |
| Bluespring Wealth Management, LLC | 0.62% | Add +31.6% | 594,894 | $32.3M |
| Team Financial Group, LLC | 6.58% | Reduce -22.0% | 285,798 | $15.5M |
| LPL Financial LLC | 0.00% | Reduce -12.2% | 198,528 | $10.8M |
| Walled Lake Planning & Wealth Management, LLC | 2.64% | Reduce -46.3% | 192,415 | $10.4M |
| Wells Fargo & Company | 0.00% | Reduce -13.5% | 139,075 | $7.5M |
| Cetera Investment Advisers | 0.01% | Reduce -3.2% | 100,409 | $5.4M |
| Great Valley Advisor Group, Inc. | 0.08% | Reduce -85.5% | 92,605 | $5.0M |
| Evolve Private Wealth, LLC | 0.27% | Add +3.9% | 82,649 | $4.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.5% | 60,076 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -3.9% | 47,669 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.0% | 42,404 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -1.5% | 37,215 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.8% | 34,736 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.0% | 32,290 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +148.8% | 30,885 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -6.3% | 28,500 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -25.8% | 26,377 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Add +311.2% | 25,904 | $1.4M |
| Archer Investment Management, LLC | 0.45% | Reduce -7.6% | 24,356 | $1.3M |
| WCG Wealth Advisors LLC | 0.03% | Reduce -17.3% | 22,109 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -42.9% | 21,774 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Reduce -67.4% | 21,404 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.3% | 20,630 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +20.6% | 17,530 | $951K |
| WealthPoint Financial, LLC | 0.66% | Reduce -17.5% | 16,724 | $907K |
| Envestnet Asset Management Inc. | 0.00% | Add +39.3% | 16,594 | $900K |
| Summit Financial, LLC | 0.01% | Reduce -5.3% | 15,542 | $843K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 15,272 | $828K |
| Osaic Holdings, Inc. | 0.00% | Reduce -27.9% | 15,272 | $828K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.6% | 14,223 | $771K |
| Modern Wealth Management, LLC | 0.01% | Add +0.3% | 14,191 | $770K |
| United Advisor Group, LLC | 0.08% | Reduce -7.6% | 13,863 | $752K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -2.3% | 13,798 | $748K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -16.2% | 11,429 | $620K |
| Keating Financial Advisory Services, Inc. | 0.08% | Reduce -69.9% | 10,941 | $593K |
| Columbia Advisory Partners LLC | 0.33% | Reduce -3.3% | 10,868 | $589K |
| Quantinno Capital Management LP | 0.00% | New | 8,911 | $483K |
| TopTier Wealth Management, LLC | 0.29% | Add +0.1% | 8,872 | $481K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 8,686 | $471K |
| Citadel Advisors | 0.00% | Reduce -63.5% | 8,461 | $459K |
| &partners | 0.00% | Reduce -34.2% | 7,919 | $430K |
| Jane Street Group, LLC | 0.00% | Add +16.2% | 7,488 | $406K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.0% | 7,205 | $391K |
| World Equity Group, Inc. | 0.07% | Add +1.2% | 6,170 | $335K |
| Financial Enhancement Group LLC | 0.04% | Add +1.0% | 5,807 | $315K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -82.7% | 5,084 | $276K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 5,120 | $274K |
| Lido Advisors, LLC | 0.00% | Reduce -99.3% | 5,048 | $274K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.0% | 4,960 | $269K |
| Flow Traders U.S. LLC | 0.01% | Reduce -14.1% | 4,832 | $262K |
| Bison Wealth, LLC | 0.02% | Add +0.3% | 4,742 | $253K |
| CoreCap Advisors, LLC | 0.01% | Reduce -9.9% | 4,505 | $244K |
| BIP Wealth, LLC | 0.01% | Reduce -47.0% | 4,206 | $228K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -43.7% | 3,819 | $207K |
| Arkadios Wealth Advisors | 0.00% | Reduce -46.0% | 3,757 | $204K |
| RMR Wealth Builders | 0.01% | New | 3,704 | $201K |
| Centaurus Financial, Inc. | 0.01% | Reduce -47.0% | 3,484 | $189K |
| Lanark Financial, Inc. | 0.01% | Add +3.6% | 3,355 | $182K |
| Royal Bank of Canada | 0.00% | Add +2.2% | 2,210 | $120K |
| FMR LLC | 0.00% | Add +156.1% | 1,749 | $95K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,597 | $87K |
| Hughes Financial Services, LLC | 0.01% | No change | 996 | $54K |
| Institute for Wealth Management, LLC. | 0.00% | New | 671 | $36K |
| Geneos Wealth Management Inc. | 0.00% | Add +145.2% | 591 | $32K |
| AE Wealth Management LLC | 0.00% | Reduce -2.4% | 483 | $26K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 233 | $13K |
| Regatta Research & Money Management | 0.01% | — | 196 | $11K |
| UBS Group AG | 0.00% | New | 173 | $9K |
| Vanguard Advisers Inc. | 0.00% | No change | 101 | $5K |
| Planning Strategies Inc. | 0.00% | — | 97 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 92 | $5K |
| SHP Wealth Management | 0.00% | No change | 31 | $2K |
"% of holder's portfolio" is USMF's weight in each manager's 13F, not the share of Wisdomtree US Multifactor Fu the manager owns.