USMFWisdomTree U.S. Multifactor Fund
Tracks the price and yield performance of the WisdomTree U.S. Multifactor Index.
By WisdomTree · Launched 2017
Annual Cost
0.28%
#1,253 of 5,861 · low cost
Fund Size
$310M
#1,958 of 5,861 · large
Return (1Y)Goal
+6.1%
Track Record
9 years
#1,554 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,610+6.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Factor
Multifactor
Index tracked
WisdomTree US Multifactor Index
What it actually holds
By weightConcentration
Top 10 holdings = 13.1% of fund✓ well diversified
Verisign, Inc.
1.7%
Motorola Solutions Inc
1.5%
Teledyne Technologies Inc
1.4%
Cisco Systems, Inc.
1.4%
F5 Inc
1.2%
Zoom Communications Inc.
1.2%
Cirrus Logic, Inc.
1.2%
AT&T Inc
1.1%
Adobe Inc
1.1%
Autodesk Inc
1.1%
Asset allocation
Stocks
100.0%
By sector
Technology
35.6%
Financial Services
11.4%
Consumer Cyclical
10.4%
Communication
10.3%
Industrials
9.9%
Healthcare
9.7%
Consumer Defensive
4.5%
Energy
2.7%
Other
5.5%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.6%Moderate
Year-on-year price swings
Max drawdown
-36.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.63Decent risk-adjusted returns
Sortino (3Y)
0.91Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the price and yield performance of the WisdomTree U.S. Multifactor Index.
- Strategy
- Employs a passive management approach to track the WisdomTree U.S. Multifactor Index, investing primarily in U.S. companies selected based on value, quality, momentum, and other factors. The Fund generally invests at least 80% of its net assets in constituents of the Index.
- Inception date
- June 29, 2017
- Fund family
- WisdomTree
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Data updated on 2026-08-04