WISDOMTREE US MULTIFACTOR FU (USMF) Institutional Shareholders
WISDOMTREE US MULTIFACTOR FU (USMF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $133.26M in USMF holdings during the latest filing period.
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 $31.26M, representing an estimated loss of -3.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed USMF value among the investors covered in this analysis. Major shareholders include Sns Financial Group, Llc, Team Financial Group, Llc, Lpl Financial 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
69
Total Reported Value
$133.26M
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 | $31,257,159 | -$1,011,676 | -3.14% | |
| Team Financial Group, Llc | 6.58% | 285,798 | $15,502,553 | $15,016,513 | -$486,040 | -3.14% | |
| Lpl Financial Llc | 0.00% | 198,528 | $10,768,778 | $10,431,138 | -$337,640 | -3.14% | |
| Walled Lake Planning & Wealth Management, Llc | 2.63% | 192,415 | $10,437,187 | $10,109,946 | -$327,241 | -3.14% | |
| Wells Fargo & Company/Mn | 0.00% | 139,075 | $7,543,832 | $7,307,334 | -$236,498 | -3.13% | |
| Cetera Investment Advisers | 0.00% | 100,409 | $5,446,475 | $5,275,730 | -$170,745 | -3.13% | |
| Great Valley Advisor Group, Inc. | 0.08% | 92,605 | $5,023,547 | $4,865,689 | -$157,858 | -3.14% | |
| Evolve Private Wealth, Llc | 0.27% | 82,649 | $4,483,150 | $4,342,577 | -$140,573 | -3.14% | |
| Newedge Advisors, Llc | 0.01% | 60,076 | $3,258,703 | $3,156,537 | -$102,166 | -3.14% | |
| Morgan Stanley | 0.00% | 47,669 | $2,585,711 | $2,504,644 | -$81,067 | -3.14% | |
| Raymond James Financial Inc | 0.00% | 42,404 | $2,300,120 | $2,228,008 | -$72,112 | -3.14% | |
| Allworth Financial Lp | 0.01% | 37,215 | $2,018,639 | $1,955,365 | -$63,274 | -3.13% | |
| Private Advisor Group, Llc | 0.01% | 34,736 | $1,884,170 | $1,825,113 | -$59,057 | -3.13% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 32,290 | $1,751,558 | $1,696,594 | -$54,964 | -3.14% | |
| Goldman Sachs Group Inc | 0.00% | 30,885 | $1,675,295 | $1,622,772 | -$52,523 | -3.14% | |
| Integrated Wealth Concepts Llc | 0.01% | 26,377 | $1,430,768 | $1,385,911 | -$44,857 | -3.14% | |
| Two Sigma Investments, Lp | 0.00% | 25,904 | $1,405,111 | $1,361,058 | -$44,053 | -3.14% | |
| Archer Investment Management, Llc | 0.45% | 24,356 | $1,321,131 | $1,279,723 | -$41,408 | -3.13% | |
| Wcg Wealth Advisors Llc | 0.03% | 22,109 | $1,199,255 | $1,161,660 | -$37,595 | -3.13% | |
| Susquehanna International Group, Llp | 0.00% | 21,774 | $1,181,087 | $1,144,058 | -$37,029 | -3.14% | |
| Merit Financial Group, Llc | 0.01% | 21,404 | $1,160,985 | $1,124,618 | -$36,367 | -3.13% | |
| Jpmorgan Chase & Co | 0.00% | 20,630 | $1,108,633 | $1,083,950 | -$24,683 | -2.23% | |
| Iht Wealth Management, Llc | 0.02% | 17,530 | $950,854 | $921,068 | -$29,786 | -3.13% | |
| Wealthpoint Financial, Llc | 0.66% | 16,724 | $907,160 | $878,719 | -$28,441 | -3.14% | |
| Envestnet Asset Management Inc | 0.00% | 16,594 | $900,099 | $871,889 | -$28,210 | -3.13% | |
| Summit Financial, Llc | 0.01% | 15,542 | $843,066 | $816,614 | -$26,452 | -3.14% | |
| Axxcess Wealth Management, Llc | 0.01% | 15,272 | $828,399 | $802,428 | -$25,971 | -3.14% | |
| Osaic Holdings, Inc. | 0.00% | 15,272 | $828,312 | $802,428 | -$25,884 | -3.12% | |
| Cwm, Llc | 0.00% | 15,658 | $773,194 | $822,709 | +$49,515 | +6.40% | |
| Kestra Advisory Services, Llc | 0.00% | 14,223 | $771,498 | $747,311 | -$24,187 | -3.14% | |
| Modern Wealth Management, Llc | 0.01% | 14,191 | $769,756 | $745,629 | -$24,127 | -3.13% | |
| United Advisor Group, Llc | 0.08% | 13,863 | $751,986 | $728,395 | -$23,591 | -3.14% | |
| Beacon Financial Advisory Llc | 0.15% | 13,798 | $748,428 | $724,980 | -$23,448 | -3.13% | |
| Keating Financial Advisory Services, Inc. | 0.08% | 10,941 | $593,463 | $574,866 | -$18,597 | -3.13% | |
| Columbia Advisory Partners Llc | 0.33% | 10,868 | $589,487 | $571,031 | -$18,456 | -3.13% | |
| Quantinno Capital Management Lp | 0.00% | 8,911 | $483,359 | $468,205 | -$15,154 | -3.14% | |
| Toptier Wealth Management, Llc | 0.29% | 8,872 | $481,237 | $466,156 | -$15,081 | -3.13% | |
| Citadel Advisors Llc | 0.00% | 8,461 | $458,950 | $444,561 | -$14,389 | -3.14% | |
| &Partners | 0.00% | 7,919 | $429,537 | $416,083 | -$13,454 | -3.13% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 8,686 | $428,915 | $456,383 | +$27,468 | +6.40% | |
| Jane Street Group, Llc | 0.00% | 7,488 | $406,172 | $393,437 | -$12,735 | -3.14% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,205 | $390,850 | $378,568 | -$12,282 | -3.14% | |
| World Equity Group, Inc. | 0.07% | 6,170 | $334,676 | $324,187 | -$10,489 | -3.13% | |
| Financial Enhancement Group Llc | 0.04% | 5,807 | $314,981 | $305,114 | -$9,867 | -3.13% | |
| Kestra Private Wealth Services, Llc | 0.00% | 5,084 | $275,759 | $267,126 | -$8,633 | -3.13% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 5,120 | $274,460 | $269,017 | -$5,443 | -1.98% | |
| Lido Advisors, Llc | 0.00% | 5,048 | $273,900 | $265,234 | -$8,666 | -3.16% | |
| Mutual Advisors, Llc | 0.01% | 4,960 | $269,054 | $260,610 | -$8,444 | -3.14% | |
| Flow Traders U.S. Llc | 0.01% | 4,832 | $262,000 | $253,885 | -$8,115 | -3.10% | |
| Bison Wealth, Llc | 0.02% | 4,742 | $252,932 | $249,156 | -$3,776 | -1.49% |
Frequently asked questions about USMF
Who owns the most USMF stock?
The largest holders of USMF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE US MULTIFACTOR FU (USMF).
Is USMF widely held by superinvestors?
Many widely followed stocks like USMF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly USMF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.