Granite Islands Private Wealth’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Granite Islands Private Wealth’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	$1.99M	Sell	39,523 -853	-2%	-$43K	1.47%	21
2026 Q1	$2.03M	Buy	40,376 +24,406	+153%	+$1.23M	1.87%	12
2025 Q4	$804K	Buy	+15,970	New	+$804K	0.74%	40

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

Granite Islands Private Wealth's USFR Position: Q2 2026 in Review

Granite Islands Private Wealth reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 2.1% in Q2 2026, selling an estimated $43K and leaving 39,523 shares worth $1.99M. The position accounts for 1.47% of the portfolio, ranked #21.

Granite Islands Private Wealth first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q1 2026. 609 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Granite Islands Private Wealth held 39,523 shares of WisdomTree Floating Rate Treasury Fund worth $1.99M as of Q2 2026.
Granite Islands Private Wealth sold 853 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $43K.
WisdomTree Floating Rate Treasury Fund made up 1.47% of Granite Islands Private Wealth's portfolio in Q2 2026, its #21 holding.
Granite Islands Private Wealth first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
Granite Islands Private Wealth's WisdomTree Floating Rate Treasury Fund position peaked at $2.03M in Q1 2026.
609 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Granite Islands Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.