Wisdomtree US Multifactor FuUSMFETF
13F holders, Q1 2026 (March 31)74holders +1
6new positions
6sold out
1famous investor
$49.38avg. 13F price*
At the end of Q1 2026, 74 institutions reported holding Wisdomtree US Multifactor Fu (USMF) in their 13F filings, up 1 from Q4 2025. 6 opened new positions and 6 sold out. The largest holders were HighTower Advisors, LLC ($67.3M), Lido Advisors, LLC ($33.3M) and Great Valley Advisor Group, Inc. ($31.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $21.9M |
| Exits | 6 | $967K |
All 13F filers, Q4 2025 → Q1 2026: 567,436 shares bought and 1,006,835 shares sold, net −439,399 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| HighTower Advisors, LLC | 0.07% | Add +0.8% | 1,363,131 | $67.3M |
| Lido Advisors, LLC | 0.13% | Reduce -11.8% | 673,645 | $33.3M |
| Great Valley Advisor Group, Inc. | 0.57% | Add +8.0% | 637,718 | $31.5M |
| Bluespring Wealth Management, LLC | 1.92% | Add +2.9% | 452,033 | $22.3M |
| Team Financial Group, LLC | 8.21% | Reduce -12.0% | 366,309 | $18.1M |
| Walled Lake Planning & Wealth Management, LLC | 5.20% | New | 358,110 | $17.7M |
| LPL Financial LLC | 0.00% | Reduce -14.8% | 226,175 | $11.2M |
| Wells Fargo & Company | 0.00% | Reduce -22.7% | 160,802 | $7.9M |
| Cetera Investment Advisers | 0.01% | Reduce -3.6% | 103,732 | $5.1M |
| Evolve Private Wealth, LLC | 0.21% | Add +0.3% | 79,527 | $3.9M |
| Atria Investments, Inc | 0.04% | Add +0.0% | 76,698 | $3.8M |
| Mariner, LLC | 0.00% | Add +0.1% | 72,360 | $3.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -8.4% | 65,735 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.1% | 62,248 | $3.1M |
| Morgan Stanley | 0.00% | Add +28.7% | 49,595 | $2.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -85.4% | 46,613 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +109.2% | 38,137 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -5.8% | 37,774 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -22.1% | 37,278 | $1.8M |
| Keating Financial Advisory Services, Inc. | 0.29% | Reduce -52.2% | 36,315 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | New | 35,554 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.5% | 32,296 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -66.2% | 30,431 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.8% | 29,320 | $1.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 28,779 | $1.4M |
| WCG Wealth Advisors LLC | 0.04% | Reduce -2.4% | 26,725 | $1.3M |
| Archer Investment Management, LLC | 0.55% | Reduce -74.0% | 26,367 | $1.3M |
| Citadel Advisors | 0.00% | New | 23,203 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.8% | 21,187 | $1.0M |
| WealthPoint Financial, LLC | 0.84% | Add +7.7% | 20,266 | $1.0M |
| Summit Financial, LLC | 0.01% | Add +32.4% | 16,421 | $811K |
| Cwm, LLC | 0.00% | Reduce -49.7% | 15,658 | $773K |
| Axxcess Wealth Management, LLC | 0.02% | No change | 15,272 | $754K |
| United Advisor Group, LLC | 0.09% | Reduce -44.3% | 15,009 | $741K |
| IHT Wealth Management, LLC | 0.02% | Add +4.9% | 14,534 | $718K |
| Modern Wealth Management, LLC | 0.01% | Add +0.4% | 14,144 | $701K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -7.1% | 14,127 | $698K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.1% | 13,638 | $673K |
| Kestra Advisory Services, LLC | 0.00% | Add +76.1% | 13,340 | $659K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,413 | $613K |
| &partners | 0.00% | Add +11.7% | 12,031 | $595K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.2% | 11,915 | $588K |
| Columbia Advisory Partners LLC | 0.35% | Reduce -91.3% | 11,234 | $555K |
| TopTier Wealth Management, LLC | 0.27% | Reduce -2.3% | 8,868 | $438K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 8,686 | $429K |
| BIP Wealth, LLC | 0.02% | Add +53.3% | 7,937 | $392K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.4% | 7,917 | $391K |
| Arkadios Wealth Advisors | 0.01% | Reduce -33.6% | 6,963 | $344K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -80.4% | 6,785 | $335K |
| Centaurus Financial, Inc. | 0.02% | Add +0.2% | 6,568 | $324K |
| Jane Street Group, LLC | 0.00% | Add +32.2% | 6,443 | $318K |
| Two Sigma Investments, LP | 0.00% | Reduce -82.5% | 6,300 | $311K |
| Quartz Partners, LLC | 0.12% | Reduce -33.5% | 6,175 | $305K |
| World Equity Group, Inc. | 0.08% | Add +3.8% | 6,095 | $301K |
| Financial Enhancement Group LLC | 0.04% | Reduce -89.5% | 5,752 | $296K |
| Flow Traders U.S. LLC | 0.01% | New | 5,626 | $278K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -44.8% | 5,109 | $255K |
| CoreCap Advisors, LLC | 0.01% | Reduce -6.6% | 5,003 | $247K |
| Bison Wealth, LLC | 0.02% | Add +0.4% | 4,726 | $245K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.7% | 4,961 | $245K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -1.0% | 4,412 | $217K |
| Lanark Financial, Inc. | 0.01% | Reduce -25.5% | 3,237 | $160K |
| Royal Bank of Canada | 0.00% | Add +99.3% | 2,163 | $107K |
| Creative Financial Designs Inc. | 0.00% | Reduce -8.9% | 1,597 | $79K |
| Hughes Financial Services, LLC | 0.01% | No change | 996 | $49K |
| REAP Financial Group, LLC | 0.01% | Reduce -28.1% | 983 | $49K |
| FMR LLC | 0.00% | Add +54.2% | 683 | $34K |
| AE Wealth Management LLC | 0.00% | No change | 495 | $24K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 233 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 241 | $12K |
| Covestor Ltd | 0.00% | Add +106.3% | 130 | $6K |
| Vanguard Advisers Inc. | 0.00% | — | 101 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 92 | $4K |
| 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.