JO
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John Overdeck’s WisdomTree US Multifactor Fund USMF Stock Holding History

John Overdeck’s Portfolio USMF Stock Details USMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
25,904
+19,604
+311% +$1.02M ﹤0.01% 3328
2026
Q1 		$311K Sell
6,300
-29,600
-82% -$1.51M ﹤0.01% 4053
2025
Q4 		$1.84M Buy
35,900
+6,100
+20% +$313K ﹤0.01% 2492
2025
Q3 		$1.56M Buy
+29,800
New +$1.53M ﹤0.01% 2293

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.64B AUM
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

John Overdeck's USMF Position: Q2 2026 in Review

John Overdeck increased its WisdomTree US Multifactor Fund (USMF) stake by 311% in Q2 2026, buying an estimated $1.02M and bringing the position to 25,904 shares worth $1.41M. The position accounts for ﹤0.01% of the portfolio, ranked #3328.

John Overdeck first reported a position in USMF in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.84M in Q4 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • John Overdeck held 25,904 shares of WisdomTree US Multifactor Fund worth $1.41M as of Q2 2026.
  • John Overdeck bought 19,604 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $1.02M.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3328 holding.
  • John Overdeck first reported a position in WisdomTree US Multifactor Fund in Q3 2025 and has held it in 4 quarters since.
  • John Overdeck's WisdomTree US Multifactor Fund position peaked at $1.84M in Q4 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.