Logo

WisdomTree U.S. Multifactor Fund (USMF)

๐Ÿ” Compare with another ETF

ISINUS97717Y8571
TER0.00%
ReplicationSynthetic
DistributionAccumulating
Launch Year2017
AUM$0.40 billion
ProviderWisdomTree
ExchangeUSA Stocks (USA)
CurrencyUSD
CountryUSA
TypeETF

WisdomTree U.S. Multifactor Fund Price Chart

Live Price (Delayed)
Loading... USD
Description

Under normal circumstances, at least 80% of the fund's total assets will be invested in constituent securities of the index and investments that have economic characteristics that are substantially identical to the economic characteristics of such constituent securities. The index is generally comprised of 200 U.S. companies with the highest composite scores based on two fundamental factors (value and quality measures) and two technical factors (momentum and correlation). The fund is non-diversified.

๐Ÿ’ก Investment Eligibility

Consult fund provider.

Top Holdings

๐Ÿ“ˆ Gartner Inc
1.24%
๐Ÿ“ˆ Gen Digital Inc.
1.17%
๐Ÿ“ˆ International Business Machines
1.27%
๐Ÿ“ˆ Motorola Solutions Inc
1.36%
๐Ÿ“ˆ PTC Inc
1.15%
๐Ÿ“ˆ Roper Technologies, Inc.
1.38%
๐Ÿ“ˆ Tyler Technologies Inc
1.28%
๐Ÿ“ˆ Cognizant Technology Solutions Corp Class A
1.25%
๐Ÿ“ˆ Juniper Networks Inc
1.49%
๐Ÿ“ˆ VeriSign Inc
1.60%

Sector Allocation

โšก Energy
3.52%
๐Ÿ”Œ Utilities
2.07%
๐Ÿ’Š Healthcare
9.77%
๐Ÿ’ป Technology
33.02%
๐Ÿ—๏ธ Industrials
8.19%
๐Ÿ˜๏ธ Real Estate
2.24%
๐Ÿ“Š Basic Materials
1.75%
๐Ÿ“Š Consumer Cyclicals
10.70%
๐Ÿ“Š Consumer Defensive
5.99%
๐Ÿ“Š Financial Services
12.58%
๐Ÿ“ก Communication Services
10.16%

Currency Exposure

๐Ÿ’ฐ Bond
0.00%
๐Ÿ’ฐ Cash
0.00%
๐Ÿ’ฐ Other
0.00%
๐Ÿ’ฐ Stock US
100.00%
๐Ÿ’ฐ Stock non-US
0.00%
๐Ÿ’ฐ NotClassified
0.00%

๐Ÿ“ˆ Period Returns

Period Return (%)
1 Month7.30%
3 Months0.12%
6 Months-2.80%
1 Year10.25%
3 Years41.58%
5 Years92.30%
Since Inception129.06%

๐Ÿ“Š Wealth Projection Calculator

Click "Calculate Projection" to see your potential returns.
๐Ÿ’ธ
Dividends & Risk

Distribution: Accumulating

Volatility and risk metrics are calculated based on historical price movements.

๐Ÿฆ
Savings Plan

This ETF is widely available on major European brokers like Trade Republic, Scalable, and DEGIRO.

Compare brokers โ†’
๐ŸŒ
Listings & FAQ

Exchange: USA Stocks (USA)

Currency: USD


Is this ETF accumulating?
Yes, it reinvests dividends.

Wealthium AI
Hello! I am your AI investment assistant. Please log in to ask me about ETFs, portfolio optimization, or investment strategies.