USMF
WisdomTree U.S. Multifactor Fund
The WisdomTree US Multifactor ETF tracks an index of 200 US-listed equities. Stocks are selected and weighted by a combination of investment factors.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 359.5 M
ASSETS UNDER MGMT
28 bp
EXPENSES
Fund Basics
| Inception date | Jun 29, 2017 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
| VERISIGN INC | 1.8 % |
| CISCO SYSTEMS INC | 1.6 % |
| MOTOROLA SOLUTIONS | 1.5 % |
| ZOOM VIDEO COMMUNICATIONS, INC. CLASS A | 1.5 % |
| TELEDYNE TECHNOLOGIES INC | 1.4 % |
| F5 NETWORKS INC | 1.3 % |
| CIRRUS LOGIC INC | 1.3 % |
| WESTERN DIGITAL CORP | 1.3 % |
| GODADDY, INC. CLASS A | 1.2 % |
| ADOBE SYSTEMS INC | 1.2 % |
Constituent Breakdown
| Number of holdings | 200 |
| Herfindahl-Hirschman Index | 70 |
| Wgt avg mkt cap (mns) | $92,357 |
| Large cap (>$10bn) | 82.8% |
| Mid cap ($2-10bn) | 15.8% |
| Small cap (<$2bn) | 0.3% |
| Developed mkts. | 96.5% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 100.3 % |
Historical Performance
Standardized Performance (as of 04/30/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 0.4% | 5.6% | 7.9% | 11.2% | 5.8% | -- | -- | 8.6% |
| Dividend Yield | 0.4% | 1.5% | 1.5% | 1.5% | 1.6% | -- | -- | 1.6% |
| Total Returns | 0.8% | 7.0% | 9.4% | 12.7% | 7.4% | -- | -- | 10.2% | Ann. Volatility | 11.8% | 11.2% | 13.6% | 12.5% | 14.3% | -- | -- | 16.9% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.63 | 50% |
| MSCI EAFE | 0.45 | 34% |
| MSCI Emg Mkts | 0.28 | 21% |
Liquidity Measures
| Avg. volume (000) | 20 |
| ADV traded (mns) | $1 |
| Turnover | 0.3% |
| Avg. Bid/Ask (% of price) | 0.14% |
Technical Indicators
| 30d moving avg. (EMA) | $51.02 |
| Relative strength (RSI) | 58 |
| MACD/Signal | 0.36/0.30 |
| Bollinger Bands (Upper/Lower) | $52.10/$50.36 |
| Short interest (% of AUM) | 0.1% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. USMF |
Expenses vs. USMF |
ALTAR Score™ vs. USMF |
|---|---|---|---|---|
| ROUS | Hartford Multifactor US Equity ETF | 41.5% | -9 bp | -1.2% |
| DEUS | Xtrackers Russell US Multifactor ETF | 33.1% | -11 bp | -0.2% |
| JPUS | JPMorgan Diversified Return U.S. Equity ETF | 32.9% | -10 bp | +0.1% |
| USMV | iShares MSCI USA Min Vol Factor ETF | 30.1% | -13 bp | -1.3% |
| ONEV | State Street SPDR Russell 1000 Low Volatility Focus ETF | 29.9% | -8 bp | +0.7% |
| ONEO | State Street SPDR Russell 1000 Momentum Focus ETF | 29.6% | -8 bp | -0.5% |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | 27.9% | -4 bp | +0.4% |
| CFA | VictoryShares US 500 Volatility Wtd ETF | 27.8% | +7 bp | -1.4% |
| ESMV | iShares ESG MSCI USA Min Vol Factor ETF | 27.5% | -10 bp | -1.5% |
| CFO | VictoryShares US 500 Enhanced Volatility Wtd ETF | 27.4% | +12 bp | -1.4% |
Risk and Returns: USMF vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 5/16/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
7.4%
ALTAR SCORE™
82nd
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 1,207 funds in the US Equity category with an average
ALTAR Score™ of 5.4% and a standard deviation
of 2.1%. USMF's ALTAR Score™ is approximately 0.9 standard
deviations above the category average. This places USMF in the 82nd percentile
among funds in the category.
Sell-Side Consensus
$61.51
PRICE TARGET
+18.9%
UPSIDE