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
Q2 		$1.55M Sell
28,500
-1,931
-6% -$101K ﹤0.01% 1256
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 $104B AUM 28.3% 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

Northwestern Mutual Wealth Management's USMF Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its WisdomTree US Multifactor Fund (USMF) stake by 6.3% in Q2 2026, selling an estimated $101K and leaving 28,500 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1256.

Northwestern Mutual Wealth Management first reported a position in USMF in Q1 2021 and has held it in 17 quarters since. The position peaked at $5.14M in Q3 2025. 73 funds tracked by Wall St. Rank hold USMF as of Q2 2026.

  • Northwestern Mutual Wealth Management held 28,500 shares of WisdomTree US Multifactor Fund worth $1.55M as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 1,931 WisdomTree US Multifactor Fund shares in Q2 2026, an estimated $101K.
  • WisdomTree US Multifactor Fund made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1256 holding.
  • Northwestern Mutual Wealth Management first reported a position in WisdomTree US Multifactor Fund in Q1 2021 and has held it in 17 quarters since.
  • Northwestern Mutual Wealth Management's WisdomTree US Multifactor Fund position peaked at $5.14M in Q3 2025.
  • 73 funds tracked by Wall St. Rank held WisdomTree US Multifactor Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.