Bessemer Group
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Bessemer Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Bessemer Group’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
Q1 		– Sell
-1,400
Closed -$70K – 2696
2025
Q4 		$70K Hold
1,400
– – ﹤0.01% 1553
2025
Q3 		$70K Buy
+1,400
New +$70.5K ﹤0.01% 1349
2024
Q1 		– Sell
-185
Closed -$9K – 2211
2023
Q4 		$9K Buy
+185
New +$9.32K ﹤0.01% 1624
2023
Q3 		– Sell
-1,472
Closed -$74K – 2346
2023
Q2 		$74K Buy
+1,472
New +$74.1K ﹤0.01% 1304

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group's USFR Position: Q1 2026 in Review

Bessemer Group sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 1,400 shares — an estimated $70K sold.

Bessemer Group first reported a position in USFR in Q2 2023 and held it in 4 quarters. The position peaked at $74K in Q2 2023. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Bessemer Group reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • Bessemer Group sold 1,400 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $70K.
  • Bessemer Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2023 and held it in 4 quarters.
  • Bessemer Group's WisdomTree Floating Rate Treasury Fund position peaked at $74K in Q2 2023.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Bessemer Group's 13F filing for Q1 2026, filed 6 May 2026.