Financial Engines Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Financial Engines Advisors’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	$337K	Buy	+6,695	New	+$337K	﹤0.01%	480

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

Financial Engines Advisors's USFR Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 6,695 shares worth $337K. The stake represents ﹤0.01% of the portfolio and ranks #480 among its holdings.

608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Financial Engines Advisors held 6,695 shares of WisdomTree Floating Rate Treasury Fund worth $337K as of Q2 2026.
WisdomTree Floating Rate Treasury Fund was a new Financial Engines Advisors position in Q2 2026.
WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #480 holding.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.