Curran Financial Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Curran Financial Partners’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	$4.42M	Sell	87,899 -20,852	-19%	-$1.05M	0.79%	31
2025 Q4	$5.47M	Sell	108,751 -12,528	-10%	-$631K	1.04%	26
2025 Q3	$6.1M	Sell	121,279 -24,536	-17%	-$1.24M	1.21%	25
2025 Q2	$7.34M	Sell	145,815 -2,661	-2%	-$134K	1.62%	18
2025 Q1	$7.47M	Buy	148,476 +5,958	+4%	+$300K	1.83%	17
2024 Q4	$7.17M	Buy	142,518 +15,559	+12%	+$783K	1.88%	16
2024 Q3	$6.38M	Sell	126,959 -123,149	-49%	-$6.2M	1.81%	16
2024 Q2	$12.6M	Buy	250,108 +34,399	+16%	+$1.73M	4.21%	5
2024 Q1	$10.8M	Buy	215,709 +45,288	+27%	+$2.28M	3.77%	6
2023 Q4	$8.59M	Buy	+170,421	New	+$8.58M	3.29%	8

Other funds holding USFR

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Curran Financial Partners's USFR Position: Q1 2026 in Review

Curran Financial Partners reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 19% in Q1 2026, selling an estimated $1.05M and leaving 87,899 shares worth $4.42M. The position accounts for 0.79% of the portfolio, ranked #31.

Curran Financial Partners first reported a position in USFR in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q2 2024. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

Curran Financial Partners held 87,899 shares of WisdomTree Floating Rate Treasury Fund worth $4.42M as of Q1 2026.
Curran Financial Partners sold 20,852 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $1.05M.
WisdomTree Floating Rate Treasury Fund made up 0.79% of Curran Financial Partners's portfolio in Q1 2026, its #31 holding.
Curran Financial Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 10 quarters since.
Curran Financial Partners's WisdomTree Floating Rate Treasury Fund position peaked at $12.6M in Q2 2024.
602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Curran Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.