Who owns USMF?
WisdomTree U.S. Multifactor Fund · WisdomTree
73 institutions reported holding USMF, worth $209.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of USMF
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $74.1M | 1,366,387 | +3,256 shares |
| Bluespring Wealth Management, LLC | Austin, TX | $32.3M | 594,894 | +142,861 shares |
| Team Financial Group, LLC | Temecula, CA | $15.5M | 285,798 | −80,511 shares |
| LPL Financial LLC | Fort Mill, SC | $10.8M | 198,528 | −27,647 shares |
| Walled Lake Planning & Wealth Management, LLC | Highland Park, IL | $10.4M | 192,415 | −165,695 shares |
| Wells Fargo & Company | San Francisco, CA | $7.5M | 139,075 | −21,727 shares |
| Cetera Investment Advisers | Schaumburg, IL | $5.4M | 100,409 | −3,323 shares |
| Great Valley Advisor Group, Inc. | Wilmington, DE | $5.0M | 92,605 | −545,113 shares |
| Evolve Private Wealth, LLC | Los Angeles, CA | $4.5M | 82,649 | +3,122 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $3.3M | 60,076 | −2,172 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns USMF?
73 institutional managers reported holding USMF in Form 13F filings for June 30, 2026, worth $209.5M in total. The largest reported position was held by HighTower Advisors, LLC, at $74.1M.
Did institutions buy or sell USMF last quarter?
Reported 13F value fell 22.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 7 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is USMF ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.