We are live on ! Find out more
USMF icon

WisdomTree US Multifactor Fund

69 hedge funds and large institutions have $334M invested in WisdomTree US Multifactor Fund in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $302M → $334M (+$32.5M)

6% more funds holding

Funds holding: 6569 (+4)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.65% less ownership

Funds ownership: 82.42%81.76% (-0.65%)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
69
Holders Change
+4
Holders Change %
+6.15%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
25
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEG
51
World Equity Group
Illinois
$275K +$265K +5,370 New
NS
52
NBC Securities
Alabama
$246K +$2.47K +50 +1%
SA
53
Sanctuary Advisors
Indiana
$233K -$131K -2,659 -37%
RWB
54
RMR Wealth Builders
New Jersey
$226K -$741 -15 -0.3%
TFS
55
Thoroughbred Financial Services
Tennessee
$226K +$219K +4,428 New
CFD
56
Creative Financial Designs
Indiana
$91.1K -$7.96K -161 -8%
RFG
57
REAP Financial Group
Texas
$89.2K -$7.32K -148 -8%
KG
58
Kilter Group
New York
$88.1K +$84.9K +1,718 New
Bank of America
59
Bank of America
North Carolina
$83.9K -$20.2K -408 -20%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$55K -$8.06K -163 -13%
HFS
61
Hughes Financial Services
Virginia
$50.7K
GWM
62
Geneos Wealth Management
Colorado
$42.8K -$30.2K -610 -42%
AWM
63
AE Wealth Management
Kansas
$25.4K +$23.9K +483 +4,025%
CAL
64
Capital Advisors Ltd
Ohio
$12K -$11.5K -232 -50%
IA
65
IFP Advisors
Florida
$9.12K
T
66
Transce3nd
Texas
$7.89K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$6.25K
SAM
68
Smartleaf Asset Management
Massachusetts
$4.98K -$38.2K -772 -89%
C
69
Covestor
United Kingdom
$3K
IA
70
Insight Advisors
Pennsylvania
-$4.74M -95,536 Closed
Goldman Sachs
71
Goldman Sachs
New York
-$1.15M -23,215 Closed
Jane Street
72
Jane Street
New York
-$1.02M -20,567 Closed
1832 Asset Management
73
1832 Asset Management
Ontario, Canada
-$523K -10,550 Closed
PA
74
PSI Advisors
Florida
-$18.5K -372 Closed

USMF Hedge Fund Activity: Q2 2025 in Review

69 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q2 2025, worth a combined $334M — up 11% from $302M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new USMF positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $11.3M. The largest seller was Insight Advisors, exiting entirely with an estimated $4.74M sold.

  • 69 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q2 2025, up from 65 in Q1 2025.
  • Funds reported $334M of WisdomTree US Multifactor Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 9 funds opened new WisdomTree US Multifactor Fund positions in Q2 2025 and 5 closed out, a net change of +4 holders.
  • The largest WisdomTree US Multifactor Fund buyer in Q2 2025 was Systelligence LLC, an estimated $11.3M added.
  • The largest WisdomTree US Multifactor Fund seller in Q2 2025 was Insight Advisors, an estimated $4.74M sold.

Based on aggregated 13F filings for Q2 2025.