USMF Institutional Ownership & Shareholders
WISDOMTREE US MULTIFACTOR FU (USMF) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $123.64M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Sns Financial Group, Llc is currently the largest disclosed institutional shareholder of USMF tracked by InsiderSet, reporting ownership valued at approximately $32.27M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $30.53M, representing an estimated loss of -5.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed USMF value among the investors covered in this analysis. Major shareholders include Sns Financial Group, Llc, Lpl Financial Llc, Walled Lake Planning & Wealth Management, Llc, and several other long-term asset managers with concentrated positions in WISDOMTREE US MULTIFACTOR FU (USMF).
This page ranks the largest institutional USMF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$123.64M
Largest Holder
Sns Financial Group, Llc
Largest Position
$32.27M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
85
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Sns Financial Group, Llc | 0.62% | 594,894 | $32,268,835 | $30,529,960 | -$1,738,875 | -5.39% | |
| Lpl Financial Llc | 0.00% | 198,528 | $10,768,778 | $10,188,457 | -$580,321 | -5.39% | |
| Walled Lake Planning & Wealth Management, Llc | 2.37% | 191,528 | $9,976,682 | $9,829,217 | -$147,465 | -1.48% | |
| Team Financial Group, Llc | 3.26% | 158,356 | $8,248,784 | $8,126,830 | -$121,954 | -1.48% | |
| Wells Fargo & Company/Mn | 0.00% | 139,075 | $7,543,832 | $7,137,329 | -$406,503 | -5.39% | |
| Cetera Investment Advisers | 0.00% | 100,409 | $5,446,475 | $5,152,990 | -$293,485 | -5.39% | |
| Great Valley Advisor Group, Inc. | 0.08% | 92,605 | $5,023,547 | $4,752,489 | -$271,058 | -5.40% | |
| Evolve Private Wealth, Llc | 0.27% | 82,649 | $4,483,150 | $4,241,547 | -$241,603 | -5.39% | |
| Newedge Advisors, Llc | 0.01% | 60,076 | $3,258,703 | $3,083,100 | -$175,603 | -5.39% | |
| Morgan Stanley | 0.00% | 47,669 | $2,585,711 | $2,446,373 | -$139,338 | -5.39% | |
| Raymond James Financial Inc | 0.00% | 42,404 | $2,300,120 | $2,176,173 | -$123,947 | -5.39% | |
| Allworth Financial Lp | 0.01% | 37,215 | $2,018,639 | $1,909,874 | -$108,765 | -5.39% | |
| Private Advisor Group, Llc | 0.01% | 34,736 | $1,884,170 | $1,782,652 | -$101,518 | -5.39% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 32,290 | $1,751,558 | $1,657,123 | -$94,435 | -5.39% | |
| Goldman Sachs Group Inc | 0.00% | 30,885 | $1,675,295 | $1,585,018 | -$90,277 | -5.39% | |
| Integrated Wealth Concepts Llc | 0.01% | 26,377 | $1,430,768 | $1,353,668 | -$77,100 | -5.39% | |
| Two Sigma Investments, Lp | 0.00% | 25,904 | $1,405,111 | $1,329,393 | -$75,718 | -5.39% | |
| Wcg Wealth Advisors Llc | 0.03% | 22,109 | $1,199,255 | $1,134,634 | -$64,621 | -5.39% | |
| Susquehanna International Group, Llp | 0.00% | 21,774 | $1,181,087 | $1,117,442 | -$63,645 | -5.39% | |
| Merit Financial Group, Llc | 0.01% | 21,404 | $1,160,985 | $1,098,453 | -$62,532 | -5.39% | |
| Archer Investment Management, Llc | 0.36% | 21,666 | $1,128,582 | $1,111,899 | -$16,683 | -1.48% | |
| Jpmorgan Chase & Co | 0.00% | 20,630 | $1,108,633 | $1,058,732 | -$49,901 | -4.50% | |
| Iht Wealth Management, Llc | 0.02% | 17,530 | $950,854 | $899,640 | -$51,214 | -5.39% | |
| Wealthpoint Financial, Llc | 0.66% | 16,724 | $907,160 | $858,276 | -$48,884 | -5.39% | |
| Envestnet Asset Management Inc | 0.00% | 16,594 | $900,099 | $851,604 | -$48,495 | -5.39% | |
| Summit Financial, Llc | 0.01% | 15,542 | $843,066 | $797,615 | -$45,451 | -5.39% | |
| Osaic Holdings, Inc. | 0.00% | 15,272 | $828,312 | $783,759 | -$44,553 | -5.38% | |
| Axxcess Wealth Management, Llc | 0.03% | 15,272 | $795,518 | $783,759 | -$11,759 | -1.48% | |
| Cwm, Llc | 0.00% | 15,658 | $773,194 | $803,569 | +$30,375 | +3.93% | |
| Modern Wealth Management, Llc | 0.01% | 14,191 | $769,756 | $728,282 | -$41,474 | -5.39% | |
| Kestra Advisory Services, Llc | 0.00% | 14,655 | $763,361 | $752,095 | -$11,266 | -1.48% | |
| United Advisor Group, Llc | 0.08% | 13,863 | $751,986 | $711,449 | -$40,537 | -5.39% | |
| Beacon Financial Advisory Llc | 0.12% | 12,327 | $642,125 | $632,622 | -$9,503 | -1.48% | |
| Keating Financial Advisory Services, Inc. | 0.08% | 10,941 | $593,463 | $561,492 | -$31,971 | -5.39% | |
| Quantinno Capital Management Lp | 0.00% | 8,911 | $483,359 | $457,313 | -$26,046 | -5.39% | |
| Toptier Wealth Management, Llc | 0.27% | 8,824 | $459,626 | $452,848 | -$6,778 | -1.47% | |
| Citadel Advisors Llc | 0.00% | 8,461 | $458,950 | $434,219 | -$24,731 | -5.39% | |
| &Partners | 0.00% | 7,919 | $429,537 | $406,403 | -$23,134 | -5.39% | |
| Columbia Advisory Partners Llc | 0.24% | 8,240 | $429,203 | $422,877 | -$6,326 | -1.47% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 8,686 | $428,915 | $445,766 | +$16,851 | +3.93% | |
| Jane Street Group, Llc | 0.00% | 7,488 | $406,172 | $384,284 | -$21,888 | -5.39% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,508 | $338,990 | $333,991 | -$4,999 | -1.47% | |
| World Equity Group, Inc. | 0.13% | 6,205 | $323,224 | $318,441 | -$4,783 | -1.48% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 5,232 | $276,958 | $268,506 | -$8,452 | -3.05% | |
| Lido Advisors, Llc | 0.00% | 5,048 | $273,900 | $259,063 | -$14,837 | -5.42% | |
| Mutual Advisors, Llc | 0.01% | 4,960 | $269,054 | $254,547 | -$14,507 | -5.39% | |
| Flow Traders U.S. Llc | 0.01% | 4,832 | $262,000 | $247,978 | -$14,022 | -5.35% | |
| Kestra Private Wealth Services, Llc | 0.00% | 4,519 | $235,420 | $231,915 | -$3,505 | -1.49% | |
| Corecap Advisors, Llc | 0.01% | 4,508 | $234,840 | $231,351 | -$3,489 | -1.49% | |
| Arkadios Wealth Advisors | 0.00% | 3,757 | $203,801 | $192,809 | -$10,992 | -5.39% |
Frequently asked questions about USMF
Who are the largest institutional holders of USMF?
The largest institutional holders of USMF reported in the latest SEC Form 13F filings include Sns Financial Group, Llc, Lpl Financial Llc, Walled Lake Planning & Wealth Management, Llc, Team Financial Group, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported USMF position.
What is USMF institutional ownership?
This page tracks USMF positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE US MULTIFACTOR FU (USMF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own USMF?
InsiderSet currently tracks 63 institutional managers reporting USMF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of USMF shareholders.
How much USMF stock do institutions own?
Institutional investment managers disclosed approximately $123.64M in USMF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was USMF institutional ownership last updated?
The latest USMF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional USMF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its USMF position after the reporting date.
Are institutions buying or selling USMF?
Institutional buying and selling can be analyzed by comparing USMF positions across consecutive 13F reporting periods. InsiderSet's USMF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View USMF ownership changes.
How has USMF institutional ownership changed over time?
InsiderSet tracks USMF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.