WisdomTree US Multifactor Fund (USMF)

• Market cap: $353M
• 1 day: 0.32%
• 5 days: 2.02%
• 1 month: -5.69%
• 3 months: -6.87%
• 6 months: -5.56%
• Year to date: -5.27%
• 1 year: 6.83%
• 5 years: 73.56%
• 10 years: 89.80%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

300% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 4 (+3) [Q4]

83% more capital invested

Capital invested by funds: $193M [Q3] → $353M (+$160M) [Q4]

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

38.66% more ownership

Funds ownership: 58.23% [Q3] → 96.89% (+38.66%) [Q4]

9% more funds holding

Funds holding: 58 [Q3] → 63 (+5) [Q4]

50% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 28