Creative Planning
USFR icon

Creative Planning’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Creative Planning’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 		$2.43M Buy
48,176
+22,293
+86% +$1.12M ﹤0.01% 1751
2025
Q4 		$1.3M Buy
25,883
+4,075
+19% +$205K ﹤0.01% 2072
2025
Q3 		$1.1M Buy
21,808
+1,197
+6% +$60.3K ﹤0.01% 2028
2025
Q2 		$1.04M Sell
20,611
-19,613
-49% -$988K ﹤0.01% 1816
2025
Q1 		$2.02M Buy
40,224
+27,389
+213% +$1.38M ﹤0.01% 1167
2024
Q4 		$646K Buy
12,835
+1,803
+16% +$90.8K ﹤0.01% 1995
2024
Q3 		$554K Buy
11,032
+4,790
+77% +$241K ﹤0.01% 2004
2024
Q2 		$314K Buy
+6,242
New +$315K ﹤0.01% 2302
2024
Q1 		– Sell
-21,194
Closed -$1.06M – 3010
2023
Q4 		$1.06M Buy
21,194
+10,470
+98% +$527K ﹤0.01% 1197
2023
Q3 		$540K Buy
10,724
+1,646
+18% +$83K ﹤0.01% 1516
2023
Q2 		$457K Sell
9,078
-13,364
-60% -$673K ﹤0.01% 1613
2023
Q1 		$1.13M Sell
22,442
-7,230
-24% -$364K ﹤0.01% 1015
2022
Q4 		$1.49M Buy
29,672
+12,312
+71% +$619K ﹤0.01% 848
2022
Q3 		$873K Buy
17,360
+4,328
+33% +$218K ﹤0.01% 1018
2022
Q2 		$656K Buy
13,032
+136
+1% +$6.85K ﹤0.01% 1163
2022
Q1 		$648K Buy
+12,896
New +$648K ﹤0.01% 1199

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

Creative Planning's USFR Position: Q1 2026 in Review

Creative Planning increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 86% in Q1 2026, buying an estimated $1.12M and bringing the position to 48,176 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Creative Planning first reported a position in USFR in Q1 2022 and has held it in 16 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Creative Planning held 48,176 shares of WisdomTree Floating Rate Treasury Fund worth $2.43M as of Q1 2026.
  • Creative Planning bought 22,293 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $1.12M.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1751 holding.
  • Creative Planning first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 16 quarters since.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.