USMF — WISDOMTREE US MULTIFACTOR FU
As of Q2 2026, 8 SEC-registered investment managers reported holding USMF (WISDOMTREE US MULTIFACTOR FU) in their latest 13F filings, with a combined reported value of $14.88M across 274.55K shares. That is +8.5% by share count (+21.55K shares) versus the previous quarter, while reported value moved +19.1%. Ownership is concentrated: the five largest holders account for 96.2% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 3 added to existing stakes, 3 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wells Fargo & Co history | Q2 2026 | 139.07K | $7.54M | 0.00% | Reduce |
| Morgan Stanley history | Q2 2026 | 47.67K | $2.59M | 0.00% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 30.89K | $1.68M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 25.90K | $1.41M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 20.63K | $1.11M | 0.00% | New |
| Citadel Advisors history | Q2 2026 | 8.46K | $458.95K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.75K | $94.87K | 0.00% | Add |
| Bank of America Corp history | Q2 2025 | 1.64K | $83.91K | 0.00% | Reduce |
| UBS Group AG history | Q2 2026 | 173 | $9.38K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 20.63K sh · $1.11M
- UBS Group AG 173 sh · $9.38K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co | 7.15K | 8.13K | 8.76K | 18.61K | 21.33K | 208.37K | 210.65K | 88.43K | 77.07K | 80.28K | 82.19K | 84.71K | 89.04K | 131.47K | 189.22K | 197.93K | 209.40K | 207.98K | 160.80K | 139.07K |
| Morgan Stanley | 10.91K | 20.53K | 34.31K | 51.50K | 54.86K | 75.46K | 321.91K | 239.28K | 275.46K | 12.13K | 81.62K | 81.12K | 83.99K | 82.53K | 85.05K | 80.97K | 82.31K | 38.54K | 49.59K | 47.67K |
| Goldman Sachs Group | 215.79K | 200.25K | 218.93K | 125.39K | 128.83K | 84.57K | — | — | 16.38K | 22.53K | 15.46K | — | — | — | 23.21K | — | — | — | 12.41K | 30.89K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 29.80K | 35.90K | 6.30K | 25.90K |
| JPMorgan Chase & Co | — | — | — | — | — | 28.91K | 34.26K | 35.55K | 36.80K | 29.21K | 28.38K | 25.47K | 21.89K | 19.06K | 17.56K | 19.02K | 20.85K | 27.02K | — | 20.63K |
| Citadel Advisors | — | 20.93K | — | — | 7.64K | 22.28K | — | — | — | 6.57K | — | 9.51K | — | 23.59K | 4.83K | 23.12K | 14.96K | — | 23.20K | 8.46K |
| Fidelity Management & Research (FMR) | 1 | 1 | 1 | 1 | — | — | — | 4 | — | 1 | — | 1 | 407 | — | 122 | 122 | 125 | 443 | 683 | 1.75K |
| UBS Group AG | — | 1.67K | 251 | — | 1.18K | 196 | 739 | 682 | 148 | — | — | 27 | 712 | 475 | — | — | 300 | — | — | 173 |
| Bank of America Corp | — | — | — | 3.20K | — | — | — | — | — | 23.90K | 23.90K | 23.90K | — | 2.11K | 2.04K | 1.64K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details