WisdomTree US Multifactor Fund
USMF
74 hedge funds and large institutions have $273M invested in WisdomTree US Multifactor Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 37 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
1% more funds holding
Funds holding: 73 → 74 (+1)
3.89% less ownership
Funds ownership: 81.68% → 77.79% (-3.9%)
11% less capital invested
Capital invested by funds: $306M → $273M (-$33.7M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
38% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
+$18.3M |
| 2 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$2.42M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.81M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.18M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Raymond James Financial
St Petersburg,
Florida
|
-$13.9M |
| 2 |
CAP
Columbia Advisory Partners
Spokane,
Washington
|
-$5.97M |
| 3 |
Lido Advisors
Los Angeles,
California
|
-$4.59M |
| 4 |
AIM
Archer Investment Management
Austin,
Texas
|
-$3.82M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.04M |
USMF Hedge Fund Activity: Q1 2026 in Review
74 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q1 2026, worth a combined $273M — down 11% from $306M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new USMF positions and 6 closed out — a net gain of 1 holder — while 23 added to existing stakes and 37 trimmed.
The largest buyer was Walled Lake Planning & Wealth Management, opening a new position worth an estimated $18.3M. The largest seller was Raymond James Financial, cutting an estimated $13.9M.
- 74 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q1 2026, up from 73 in Q4 2025.
- Funds reported $273M of WisdomTree US Multifactor Fund stock for Q1 2026, down 11% quarter-over-quarter.
- 7 funds opened new WisdomTree US Multifactor Fund positions in Q1 2026 and 6 closed out, a net change of +1 holder.
- The largest WisdomTree US Multifactor Fund buyer in Q1 2026 was Walled Lake Planning & Wealth Management, an estimated $18.3M added.
- The largest WisdomTree US Multifactor Fund seller in Q1 2026 was Raymond James Financial, an estimated $13.9M sold.
Based on aggregated 13F filings for Q1 2026.