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Atlantic Union Bankshares’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Atlantic Union Bankshares’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.7K Buy
630
+35
+6% +$1.76K ﹤0.01% 1036
2026
Q1 		$30K Hold
595
– – ﹤0.01% 1024
2025
Q4 		$29.9K Hold
595
– – ﹤0.01% 1017
2025
Q3 		$29.9K Buy
+595
New +$30K ﹤0.01% 1038

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlantic Union Bankshares's USFR Position: Q2 2026 in Review

Atlantic Union Bankshares increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 5.9% in Q2 2026, buying an estimated $1.76K and bringing the position to 630 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

Atlantic Union Bankshares first reported a position in USFR in Q3 2025 and has held it in 4 quarters since. 613 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Atlantic Union Bankshares held 630 shares of WisdomTree Floating Rate Treasury Fund worth $31.7K as of Q2 2026.
  • Atlantic Union Bankshares bought 35 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1.76K.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #1036 holding.
  • Atlantic Union Bankshares first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and has held it in 4 quarters since.
  • 613 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.