WisdomTree US Multifactor Fund
USMF
73 hedge funds and large institutions have $306M invested in WisdomTree US Multifactor Fund in 2025 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 33 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
11% more funds holding
Funds holding: 66 → 73 (+7)
3.23% more ownership
Funds ownership: 78.45% → 81.68% (+3.2%)
2% less capital invested
Capital invested by funds: $313M → $306M (-$6.18M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
42% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
+$3.7M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.68M |
| 3 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$1.42M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$985K |
| 5 |
LPL Financial
San Diego,
California
|
+$970K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.93M |
| 2 |
AIM
Archer Investment Management
Austin,
Texas
|
-$3.18M |
| 3 |
Morgan Stanley
New York
|
-$2.24M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
-$2.14M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.97M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OMC
76
Old Mission Capital
Chicago,
Illinois
| – | -$340K | -6,501 | Closed |
|
77
UBS Group
Zurich,
Switzerland
| – | -$15.7K | -300 | Closed |
|
USMF Hedge Fund Activity: Q4 2025 in Review
73 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree US Multifactor Fund (USMF) for Q4 2025, worth a combined $306M — down 2% from $313M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new USMF positions and 4 closed out — a net gain of 8 holders — while 19 added to existing stakes and 33 trimmed.
The largest buyer was Mariner, opening a new position worth an estimated $3.7M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.93M.
- 73 institutional investors held WisdomTree US Multifactor Fund (USMF) as of Q4 2025, up from 66 in Q3 2025.
- Funds reported $306M of WisdomTree US Multifactor Fund stock for Q4 2025, down 2% quarter-over-quarter.
- 12 funds opened new WisdomTree US Multifactor Fund positions in Q4 2025 and 4 closed out, a net change of +8 holders.
- The largest WisdomTree US Multifactor Fund buyer in Q4 2025 was Mariner, an estimated $3.7M added.
- The largest WisdomTree US Multifactor Fund seller in Q4 2025 was Commonwealth Equity Services, an estimated $4.93M sold.
Based on aggregated 13F filings for Q4 2025.