Northwestern Mutual Wealth Management
USMF icon

Northwestern Mutual Wealth Management’s WisdomTree US Multifactor Fund USMF Stock Holding History

Northwestern Mutual Wealth Management’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 		$1.5M Sell
30,431
-59,549
-66% -$3.04M ﹤0.01% 1204
2025
Q4 		$4.61M Sell
89,980
-8,436
-9% -$432K ﹤0.01% 796
2025
Q3 		$5.14M Buy
98,416
+1,910
+2% +$98.2K ﹤0.01% 730
2025
Q2 		$4.95M Buy
96,506
+82,180
+574% +$4.06M ﹤0.01% 681
2025
Q1 		$711K Buy
14,326
+4,485
+46% +$227K ﹤0.01% 1219
2024
Q4 		$489K Sell
9,841
-14
-0.1% -$707 ﹤0.01% 1331
2024
Q3 		$482K Sell
9,855
-393
-4% -$18.5K ﹤0.01% 1313
2024
Q2 		$466K Buy
10,248
+3,080
+43% +$140K ﹤0.01% 1274
2024
Q1 		$334K Buy
7,168
+1,279
+22% +$56.4K ﹤0.01% 1364
2023
Q4 		$248K Buy
5,889
+3,327
+130% +$132K ﹤0.01% 1434
2023
Q3 		$98.5K Buy
2,562
+62
+2% +$2.42K ﹤0.01% 1724
2023
Q2 		$96.9K Buy
2,500
+569
+29% +$21.3K ﹤0.01% 1732
2023
Q1 		$72.5K Buy
1,931
+749
+63% +$28.5K ﹤0.01% 1802
2022
Q4 		$44.4K Buy
1,182
+634
+116% +$23.8K ﹤0.01% 1954
2022
Q3 		$19K Buy
+548
New +$20.5K ﹤0.01% 2252
2021
Q2 		– Sell
-366
Closed -$14K – 3158
2021
Q1 		$14K Buy
+366
New +$13.5K ﹤0.01% 2189

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

Northwestern Mutual Wealth Management's USMF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its WisdomTree US Multifactor Fund (USMF) stake by 66% in Q1 2026, selling an estimated $3.04M and leaving 30,431 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Northwestern Mutual Wealth Management first reported a position in USMF in Q1 2021 and has held it in 16 quarters since. The position peaked at $5.14M in Q3 2025. 74 funds tracked by Wall St. Rank hold USMF as of Q1 2026.

  • Northwestern Mutual Wealth Management held 30,431 shares of WisdomTree US Multifactor Fund worth $1.5M as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 59,549 WisdomTree US Multifactor Fund shares in Q1 2026, an estimated $3.04M.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1204 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and has held it in 16 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree US Multifactor Fund position peaked at $5.14M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.