Cambiar Investors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Cambiar Investors’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	$1.05M	Buy	20,901 +1,632	+8%	+$82.2K	0.05%	131
2026 Q1	$970K	Sell	19,269 -7,101	-27%	-$358K	0.04%	126
2025 Q4	$1.33M	Buy	26,370 +1,142	+5%	+$57.5K	0.06%	118
2025 Q3	$1.27M	Sell	25,228 -169,129	-87%	-$8.52M	0.06%	117
2025 Q2	$9.78M	Buy	194,357 +19,108	+11%	+$963K	0.41%	60
2025 Q1	$8.82M	Buy	175,249 +5,249	+3%	+$265K	0.37%	73
2024 Q4	$8.55M	Sell	170,000 -20,000	-11%	-$1.01M	0.34%	81
2024 Q3	$9.54M	Hold	190,000	–	–	0.37%	82
2024 Q2	$9.56M	Hold	190,000	–	–	0.37%	82
2024 Q1	$9.56M	Buy	190,000 +110,000	+138%	+$5.54M	0.36%	87
2023 Q4	$4.02M	Hold	80,000	–	–	0.16%	93
2023 Q3	$4.03M	Buy	+80,000	New	+$4.03M	0.17%	93

Other funds holding USFR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambiar Investors's USFR Position: Q2 2026 in Review

Cambiar Investors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 8.5% in Q2 2026, buying an estimated $82.2K and bringing the position to 20,901 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #131.

Cambiar Investors first reported a position in USFR in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.78M in Q2 2025. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Cambiar Investors held 20,901 shares of WisdomTree Floating Rate Treasury Fund worth $1.05M as of Q2 2026.
Cambiar Investors bought 1,632 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $82.2K.
WisdomTree Floating Rate Treasury Fund made up 0.05% of Cambiar Investors's portfolio in Q2 2026, its #131 holding.
Cambiar Investors first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2023 and has held it in 12 quarters since.
Cambiar Investors's WisdomTree Floating Rate Treasury Fund position peaked at $9.78M in Q2 2025.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Cambiar Investors's 13F filing for Q2 2026, filed 31 Jul 2026.