WisdomTree U.S. Multifactor Fund
USMF
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- WisdomTree U.S. Multifactor Fund (USMF) is an exchange-traded fund that seeks to track the investment results of the WisdomTree U.S. Multifactor Index, which comprises approximately 200 U.S. companies selected from the 800 largest U.S.-listed stocks based on the highest composite scores from two fundamental factors, value and quality measures, and two technical factors, momentum and correlation; the portfolio emphasizes large-cap (77%) and mid-cap (23%) stocks with characteristics including a dividend yield of 1.45%, price/earnings ratio of 20.02, and net buyback yield of 2.62% as of July 2025. Launched on June 29, 2017, with an expense ratio of 0.28% and total assets under management of approximately $402 million as of July 2025, USMF provides targeted multifactor exposure to U.S. equities for investors seeking alpha generation and risk reduction as a core holding. The fund operates exclusively in U.S. markets, with 100% country allocation to the United States, and is part of the broader offerings from WisdomTree, Inc., an asset manager founded in 1985 and headquartered in New York. WisdomTree, Inc., the sponsor and investment adviser for USMF, continues to expand its product suite and strategic capabilities, including record assets under management of $115.8 billion reported in Q1 2025, driven by $3.0 billion in net inflows across fixed income, U.S. equity, and international developed equity products. In Q3 2025, WisdomTree achieved earnings beats through margin expansion and growth in its model portfolio business, surpassing 2025 targets with over $5.85 billion in assets under advisement. Key recent developments include the completion of the acquisition of Ceres Partners in October 2025 for $275 million upfront (with potential $225 million earnout), marking entry into private markets with U.S. farmland investments to diversify beyond ETFs into real assets offering inflation-protected income.