Who owns WisdomTree U.S. Multifactor Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of USMF from SEC Form 13F filings across 73 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 73 institutions disclosed 3.9M shares of WisdomTree U.S. Multifactor Fund worth $208.9M — about 65.5% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
73
13F holders
$208.9M
value, 2026 filers
65.5%
of shares outstanding (3.9M sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of USMF's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 1.4M | $74.1M | 0.1% | 23.2% | +0.2% |
| 2 | Bluespring Wealth Management, LLC | 594,894 | $32.3M | 0.6% | 10.1% | +31.6% |
| 3 | Team Financial Group, LLC | 285,798 | $15.5M | 6.6% | 4.9% | -22.0% |
| 4 | LPL Financial LLC | 198,528 | $10.8M | 0.0% | 3.4% | -12.2% |
| 5 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 192,415 | $10.4M | 2.6% | 3.3% | -46.3% |
| 6 | WELLS FARGO & COMPANY/MN | 139,075 | $7.5M | 0.0% | 2.4% | -13.5% |
| 7 | Cetera Investment Advisers | 100,409 | $5.4M | 0.0% | 1.7% | -3.2% |
| 8 | GREAT VALLEY ADVISOR GROUP, INC. | 92,605 | $5.0M | 0.1% | 1.6% | -85.5% |
| 9 | EVOLVE PRIVATE WEALTH, LLC | 82,649 | $4.5M | 0.3% | 1.4% | +3.9% |
| 10 | NewEdge Advisors, LLC | 60,076 | $3.3M | 0.0% | 1% | -3.5% |
| 11 | MORGAN STANLEY | 47,669 | $2.6M | 0.0% | 0.8% | -3.9% |
| 12 | RAYMOND JAMES FINANCIAL INC | 42,404 | $2.3M | 0.0% | 0.7% | -9.0% |
| 13 | Allworth Financial LP | 37,215 | $2.0M | 0.0% | 0.6% | -1.5% |
| 14 | Private Advisor Group, LLC | 34,736 | $1.9M | 0.0% | 0.6% | -6.8% |
| 15 | Stratos Wealth Partners, LTD. | 32,290 | $1.8M | 0.0% | 0.5% | 0.0% |
| 16 | GOLDMAN SACHS GROUP INC | 30,885 | $1.7M | 0.0% | 0.5% | +148.8% |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28,500 | $1.5M | 0.0% | 0.5% | -6.3% |
| 18 | Integrated Wealth Concepts LLC | 26,377 | $1.4M | 0.0% | 0.4% | -25.8% |
| 19 | TWO SIGMA INVESTMENTS, LP | 25,904 | $1.4M | 0.0% | 0.4% | +311.2% |
| 20 | Archer Investment Management, LLC | 24,356 | $1.3M | 0.5% | 0.4% | -7.6% |
| 21 | WCG Wealth Advisors LLC | 22,109 | $1.2M | 0.0% | 0.4% | -17.3% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,774 | $1.2M | 0.0% | 0.4% | -42.9% |
| 23 | Merit Financial Group, LLC | 21,404 | $1.2M | 0.0% | 0.4% | -67.4% |
| 24 | JPMORGAN CHASE & CO | 20,630 | $1.1M | 0.0% | 0.4% | -28.3% |
| 25 | IHT Wealth Management, LLC | 17,530 | $950,854 | 0.0% | 0.3% | +20.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.