WISDOMTREE US MULTIFACTOR FU (USMF) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $266.78M in USMF holdings during the latest filing period.
Hightower Advisors, Llc is currently the largest disclosed institutional shareholder of USMF tracked by InsiderSet, reporting ownership valued at approximately $67.31M in its March 31, 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 $72.72M, representing an estimated gain of +8.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed USMF value among the investors covered in this analysis. Major shareholders include Hightower Advisors, Llc, Lido Advisors, Llc, Great Valley Advisor Group, Inc., 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
74
Total Reported Value
$266.78M
Largest Holder
Hightower Advisors, Llc
Largest Position
$67.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
82
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hightower Advisors, Llc | 0.07% | 1,363,131 | $67,311,530 | $72,718,949 | +$5,407,419 | +8.03% | |
| Lido Advisors, Llc | 0.13% | 673,645 | $33,264,713 | $35,936,940 | +$2,672,227 | +8.03% | |
| Great Valley Advisor Group, Inc. | 0.57% | 637,718 | $31,490,087 | $34,020,342 | +$2,530,255 | +8.04% | |
| Sns Financial Group, Llc | 1.92% | 452,033 | $22,321,391 | $24,114,604 | +$1,793,213 | +8.03% | |
| Team Financial Group, Llc | 8.21% | 366,309 | $18,088,351 | $19,541,486 | +$1,453,135 | +8.03% | |
| Walled Lake Planning & Wealth Management, Llc | 5.20% | 358,110 | $17,683,460 | $19,104,094 | +$1,420,634 | +8.03% | |
| Lpl Financial Llc | 0.00% | 226,175 | $11,168,539 | $12,065,758 | +$897,219 | +8.03% | |
| Wells Fargo & Company/Mn | 0.00% | 160,802 | $7,940,403 | $8,578,304 | +$637,901 | +8.03% | |
| Cetera Investment Advisers | 0.01% | 103,732 | $5,122,272 | $5,533,791 | +$411,519 | +8.03% | |
| Evolve Private Wealth, Llc | 0.21% | 79,527 | $3,927,023 | $4,242,527 | +$315,504 | +8.03% | |
| Atria Investments, Inc | 0.04% | 76,698 | $3,787,354 | $4,091,608 | +$304,254 | +8.03% | |
| Mariner, Llc | 0.00% | 72,360 | $3,573,137 | $3,860,189 | +$287,052 | +8.03% | |
| Merit Financial Group, Llc | 0.02% | 65,735 | $3,245,983 | $3,506,765 | +$260,782 | +8.03% | |
| Morgan Stanley | 0.00% | 49,595 | $2,449,060 | $2,645,744 | +$196,684 | +8.03% | |
| Raymond James Financial Inc | 0.00% | 46,613 | $2,301,736 | $2,486,664 | +$184,928 | +8.03% | |
| Susquehanna International Group, Llp | 0.00% | 38,137 | $1,883,205 | $2,034,495 | +$151,290 | +8.03% | |
| Allworth Financial Lp | 0.01% | 37,774 | $1,865,286 | $2,015,130 | +$149,844 | +8.03% | |
| Private Advisor Group, Llc | 0.01% | 37,278 | $1,840,803 | $1,988,669 | +$147,866 | +8.03% | |
| Keating Financial Advisory Services, Inc. | 0.29% | 36,315 | $1,793,230 | $1,937,296 | +$144,066 | +8.03% | |
| Integrated Wealth Concepts Llc | 0.01% | 35,554 | $1,755,657 | $1,896,699 | +$141,042 | +8.03% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 32,296 | $1,594,797 | $1,722,895 | +$128,098 | +8.03% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 30,431 | $1,502,663 | $1,623,403 | +$120,740 | +8.04% | |
| Kestra Private Wealth Services, Llc | 0.02% | 29,320 | $1,447,806 | $1,564,134 | +$116,328 | +8.03% | |
| Wcg Wealth Advisors Llc | 0.04% | 26,725 | $1,319,685 | $1,425,699 | +$106,014 | +8.03% | |
| Archer Investment Management, Llc | 0.55% | 26,367 | $1,301,992 | $1,406,600 | +$104,608 | +8.03% | |
| Citadel Advisors Llc | 0.00% | 23,203 | $1,145,764 | $1,237,810 | +$92,046 | +8.03% | |
| Osaic Holdings, Inc. | 0.00% | 21,187 | $1,046,183 | $1,130,263 | +$84,080 | +8.04% | |
| Wealthpoint Financial, Llc | 0.84% | 18,810 | $964,201 | $1,003,457 | +$39,256 | +4.07% | |
| Summit Financial, Llc | 0.01% | 16,421 | $810,883 | $876,011 | +$65,128 | +8.03% | |
| Cwm, Llc | 0.00% | 15,658 | $773,194 | $835,307 | +$62,113 | +8.03% | |
| Axxcess Wealth Management, Llc | 0.02% | 15,272 | $754,131 | $814,715 | +$60,584 | +8.03% | |
| United Advisor Group, Llc | 0.09% | 15,009 | $741,167 | $800,685 | +$59,518 | +8.03% | |
| Iht Wealth Management, Llc | 0.02% | 14,534 | $717,699 | $775,345 | +$57,646 | +8.03% | |
| Modern Wealth Management, Llc | 0.01% | 14,144 | $700,568 | $754,540 | +$53,972 | +7.70% | |
| Beacon Financial Advisory Llc | 0.16% | 14,127 | $697,583 | $753,633 | +$56,050 | +8.03% | |
| Kestra Advisory Services, Llc | 0.00% | 13,340 | $658,750 | $711,649 | +$52,899 | +8.03% | |
| Goldman Sachs Group Inc | 0.00% | 12,413 | $612,954 | $662,196 | +$49,242 | +8.03% | |
| &Partners | 0.00% | 12,031 | $594,586 | $641,818 | +$47,232 | +7.94% | |
| Envestnet Asset Management Inc | 0.00% | 11,915 | $588,363 | $635,630 | +$47,267 | +8.03% | |
| Columbia Advisory Partners Llc | 0.35% | 11,234 | $554,753 | $599,300 | +$44,547 | +8.03% | |
| Toptier Wealth Management, Llc | 0.27% | 8,868 | $437,902 | $473,081 | +$35,179 | +8.03% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 8,686 | $428,915 | $463,372 | +$34,457 | +8.03% | |
| Bip Wealth, Llc | 0.02% | 7,937 | $391,943 | $423,415 | +$31,472 | +8.03% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,917 | $390,970 | $422,348 | +$31,378 | +8.03% | |
| Arkadios Wealth Advisors | 0.01% | 6,963 | $343,822 | $371,455 | +$27,633 | +8.04% | |
| Concurrent Investment Advisors, Llc | 0.00% | 6,785 | $335,043 | $361,959 | +$26,916 | +8.03% | |
| Jane Street Group, Llc | 0.00% | 6,443 | $318,155 | $343,715 | +$25,560 | +8.03% | |
| Two Sigma Investments, Lp | 0.00% | 6,300 | $311,094 | $336,086 | +$24,992 | +8.03% | |
| Quartz Partners, Llc | 0.12% | 6,175 | $304,922 | $329,418 | +$24,496 | +8.03% | |
| World Equity Group, Inc. | 0.08% | 6,095 | $300,974 | $325,150 | +$24,176 | +8.03% |
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.