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 Q2	$4.01M	Sell	79,645 -8,254	-9%	-$416K	0.6%	36
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 $1.89T 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

Curran Financial Partners's USFR Position: Q2 2026 in Review

Curran Financial Partners reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 9.4% in Q2 2026, selling an estimated $416K and leaving 79,645 shares worth $4.01M. The position accounts for 0.6% of the portfolio, ranked #36.

Curran Financial Partners first reported a position in USFR in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q2 2024. 612 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Curran Financial Partners held 79,645 shares of WisdomTree Floating Rate Treasury Fund worth $4.01M as of Q2 2026.
Curran Financial Partners sold 8,254 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $416K.
WisdomTree Floating Rate Treasury Fund made up 0.6% of Curran Financial Partners's portfolio in Q2 2026, its #36 holding.
Curran Financial Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 11 quarters since.
Curran Financial Partners's WisdomTree Floating Rate Treasury Fund position peaked at $12.6M in Q2 2024.
612 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.