WisdomTree US Multifactor Fund
USMF
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, 26 increasing their positions, 28 reducing their positions, and 5 closing their positions.
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: 65 → 69 (+4)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.64% less ownership
Funds ownership: 82.41% → 81.76% (-0.64%)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$11.3M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$4.06M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.04M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$3.38M |
| 5 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$4.74M |
| 2 |
WWM
WJ Wealth Management
Glendale,
Arizona
|
-$3.52M |
| 3 |
AIM
Archer Investment Management
Austin,
Texas
|
-$2.46M |
| 4 |
LPL Financial
San Diego,
California
|
-$2.16M |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$1.59M |
USMF Hedge Fund Activity: Q2 2025 in Review
69 of the 7,616 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 26 added to existing stakes and 28 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.