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WisdomTree US Multifactor Fund

66 hedge funds and large institutions have $313M invested in WisdomTree US Multifactor Fund in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3.31% less ownership

Funds ownership: 81.76%78.45% (-3.3%)

4% less funds holding

Funds holding: 6966 (-3)

6% less capital invested

Capital invested by funds: $334M → $313M (-$21.5M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
66
Holders Change
-3
Holders Change %
-4.35%
% of All Funds
0.87%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
8
Increased
22
Reduced
29
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$1.53M +$58.4K +1,137 +4%
WWA
27
WCG Wealth Advisors
Nevada
$1.48M -$23.3K -454 -2%
JP Morgan Chase
28
JP Morgan Chase
New York
$1.09M +$94.2K +1,833 +10%
UAG
29
United Advisor Group
Ohio
$996K +$979K +19,046 New
BFA
30
Beacon Financial Advisory
Ohio
$894K -$56.9K -1,108 -6%
SF
31
Summit Financial
New Jersey
$891K +$876K +17,038 New
AWM
32
Axxcess Wealth Management
California
$798K
Citadel Advisors
33
Citadel Advisors
Florida
$782K -$419K -8,154 -35%
MWM
34
Modern Wealth Management
Kansas
$735K +$2.16K +42 +0.3%
IWM
35
IHT Wealth Management
Illinois
$700K -$13.7K -266 -2%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$623K -$962K -18,708 -61%
KAS
37
Kestra Advisory Services
Texas
$583K +$59.6K +1,160 +12%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$572K +$34.3K +668 +7%
AWA
39
Arkadios Wealth Advisors
Georgia
$571K -$7.04K -137 -1%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$542K -$55.3K -1,075 -9%
QP
41
Quartz Partners
New York
$485K -$3.55K -69 -0.7%
CF
42
Centaurus Financial
California
$455K +$1.39K +27 +0.3%
OP
43
ORG Partners
Indiana
$387K -$22.4K -436 -5%
BW
44
BIP Wealth
Georgia
$354K -$58.5K -1,139 -14%
OMC
45
Old Mission Capital
Illinois
$340K +$334K +6,501 New
CA
46
CoreCap Advisors
Michigan
$301K -$12.4K -242 -4%
WEG
47
World Equity Group
Illinois
$286K +$5.14K +100 +2%
MA
48
Mutual Advisors
Nebraska
$283K -$18.1K -352 -6%
SIA
49
Soltis Investment Advisors
Utah
$277K +$272K +5,295 New
NS
50
NBC Securities
Alabama
$251K -$1.03K -20 -0.4%

USMF Hedge Fund Activity: Q3 2025 in Review

66 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q3 2025, worth a combined $313M — down 6.4% from $334M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of USMF and 8 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 22 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $2.04M. The largest seller was Systelligence LLC, exiting entirely with an estimated $11.8M sold.

  • 66 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q3 2025, down from 69 in Q2 2025.
  • Funds reported $313M of WisdomTree US Multifactor Fund stock for Q3 2025, down 6.4% quarter-over-quarter.
  • 8 funds opened new WisdomTree US Multifactor Fund positions in Q3 2025 and 10 closed out, a net change of -2 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q3 2025 was Cetera Investment Advisers, an estimated $2.04M added.
  • The largest WisdomTree US Multifactor Fund seller in Q3 2025 was Systelligence LLC, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2025.