Betterment LLC
USFR icon

Betterment LLC’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Betterment LLC’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 		$806K Buy
16,015
+9,687
+153% +$488K ﹤0.01% 393
2026
Q1 		$319K Buy
+6,328
New +$319K ﹤0.01% 526
2024
Q1 		– Sell
-4,734
Closed -$238K – 363
2023
Q4 		$238K Sell
4,734
-64
-1% -$3.22K ﹤0.01% 297
2023
Q3 		$241K Buy
+4,798
New +$242K ﹤0.01% 281

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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

Betterment LLC's USFR Position: Q2 2026 in Review

Betterment LLC increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 153% in Q2 2026, buying an estimated $488K and bringing the position to 16,015 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Betterment LLC first reported a position in USFR in Q3 2023 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Betterment LLC held 16,015 shares of WisdomTree Floating Rate Treasury Fund worth $806K as of Q2 2026.
  • Betterment LLC bought 9,687 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $488K.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #393 holding.
  • Betterment LLC first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.