Clear Creek Financial Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Clear Creek Financial Management’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	$16.9M	Sell	335,303 -437,629	-57%	-$22.1M	1.09%	14
2026 Q1	$38.9M	Buy	772,932 +692,112	+856%	+$34.9M	2.98%	2
2025 Q4	$4.07M	Buy	+80,820	New	+$4.07M	0.33%	63
2025 Q2	–	Sell	-26,458	Closed	-$1.33M	–	580
2025 Q1	$1.33M	Buy	+26,458	New	+$1.33M	0.14%	155

Other funds holding USFR

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Clear Creek Financial Management's USFR Position: Q2 2026 in Review

Clear Creek Financial Management reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 57% in Q2 2026, selling an estimated $22.1M and leaving 335,303 shares worth $16.9M. The position accounts for 1.09% of the portfolio, ranked #14.

Clear Creek Financial Management first reported a position in USFR in Q1 2025 and has held it in 4 quarters since. The position peaked at $38.9M in Q1 2026. 245 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Clear Creek Financial Management held 335,303 shares of WisdomTree Floating Rate Treasury Fund worth $16.9M as of Q2 2026.
Clear Creek Financial Management sold 437,629 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $22.1M.
WisdomTree Floating Rate Treasury Fund made up 1.09% of Clear Creek Financial Management's portfolio in Q2 2026, its #14 holding.
Clear Creek Financial Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2025 and has held it in 4 quarters since.
Clear Creek Financial Management's WisdomTree Floating Rate Treasury Fund position peaked at $38.9M in Q1 2026.
245 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.