Franklin Resources
USFR icon

Franklin Resources’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Franklin Resources’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 		$25.2K Buy
500
+365
+270% +$18.4K ﹤0.01% 3059
2025
Q4 		$6.79K Hold
135
– – ﹤0.01% 3081
2025
Q3 		$6.79K Sell
135
-65
-33% -$3.27K ﹤0.01% 3100
2025
Q2 		$10.1K Buy
+200
New +$10.1K ﹤0.01% 2987

Other funds holding USFR

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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

Franklin Resources's USFR Position: Q1 2026 in Review

Franklin Resources increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 270% in Q1 2026, buying an estimated $18.4K and bringing the position to 500 shares worth $25.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Franklin Resources first reported a position in USFR in Q2 2025 and has held it in 4 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Franklin Resources held 500 shares of WisdomTree Floating Rate Treasury Fund worth $25.2K as of Q1 2026.
  • Franklin Resources bought 365 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $18.4K.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Franklin Resources's portfolio in Q1 2026, its #3059 holding.
  • Franklin Resources first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and has held it in 4 quarters since.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.