Morgan Stanley
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Morgan Stanley’s WisdomTree US Multifactor Fund USMF Stock Holding History

Morgan Stanley’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
Q1 		$2.45M Buy
49,595
+11,059
+29% +$564K ﹤0.01% 4622
2025
Q4 		$1.98M Sell
38,536
-43,770
-53% -$2.24M ﹤0.01% 4818
2025
Q3 		$4.3M Buy
82,306
+1,340
+2% +$68.9K ﹤0.01% 4275
2025
Q2 		$4.15M Sell
80,966
-4,087
-5% -$202K ﹤0.01% 4212
2025
Q1 		$4.22M Buy
85,053
+2,523
+3% +$127K ﹤0.01% 4070
2024
Q4 		$4.1M Sell
82,530
-1,463
-2% -$73.9K ﹤0.01% 4163
2024
Q3 		$4.1M Buy
83,993
+2,870
+4% +$135K ﹤0.01% 4114
2024
Q2 		$3.69M Sell
81,123
-495
-0.6% -$22.4K ﹤0.01% 4135
2024
Q1 		$3.8M Buy
81,618
+57,350
+236% +$2.53M ﹤0.01% 4136
2023
Q4 		$1.02M Sell
24,268
-251,193
-91% -$9.96M ﹤0.01% 5283
2023
Q3 		$10.6M Buy
275,461
+36,182
+15% +$1.42M ﹤0.01% 3085
2023
Q2 		$9.28M Sell
239,279
-82,633
-26% -$3.09M ﹤0.01% 3236
2023
Q1 		$12.1M Buy
321,912
+246,453
+327% +$9.37M ﹤0.01% 2963
2022
Q4 		$2.84M Buy
75,459
+20,603
+38% +$772K ﹤0.01% 4215
2022
Q3 		$1.87M Buy
54,856
+3,360
+7% +$126K ﹤0.01% 4482
2022
Q2 		$1.87M Buy
51,496
+17,184
+50% +$667K ﹤0.01% 4584
2022
Q1 		$1.41M Buy
34,312
+13,785
+67% +$557K ﹤0.01% 4756
2021
Q4 		$862K Buy
20,527
+9,621
+88% +$391K ﹤0.01% 5179
2021
Q3 		$425K Buy
10,906
+5,364
+97% +$214K ﹤0.01% 5593
2021
Q2 		$218K Buy
5,542
+1,667
+43% +$65.2K ﹤0.01% 5969
2021
Q1 		$147K Buy
3,875
+277
+8% +$10.2K ﹤0.01% 5824
2020
Q4 		$126K Buy
3,598
+213
+6% +$7.07K ﹤0.01% 5813
2020
Q3 		$106K Sell
3,385
-2,094
-38% -$65.6K ﹤0.01% 5406
2020
Q2 		$163K Buy
+5,479
New +$153K ﹤0.01% 5174

Other funds holding USMF

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
TFG
Team Financial Group Temecula, California $236M AUM 13.9% 1-Year Est. Return
WLPWM
Walled Lake Planning & Wealth Management Winnetka, Illinois $396M AUM 17.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EPW
Evolve Private Wealth Los Angeles, California $1.87B AUM

Morgan Stanley's USMF Position: Q1 2026 in Review

Morgan Stanley increased its WisdomTree US Multifactor Fund (USMF) stake by 29% in Q1 2026, buying an estimated $564K and bringing the position to 49,595 shares worth $2.45M. The position accounts for ﹤0.01% of the portfolio, ranked #4622.

Morgan Stanley first reported a position in USMF in Q2 2020 and has held it in 24 quarters since. The position peaked at $12.1M in Q1 2023. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Morgan Stanley held 49,595 shares of WisdomTree US Multifactor Fund worth $2.45M as of Q1 2026.
  • Morgan Stanley bought 11,059 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $564K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4622 holding.
  • Morgan Stanley first reported a position in WisdomTree US Multifactor Fund in Q2 2020 and has held it in 24 quarters since.
  • Morgan Stanley's WisdomTree US Multifactor Fund position peaked at $12.1M in Q1 2023.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.