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Howard Capital Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Howard Capital Management’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 		$16.8M Buy
2,083,671
+24,331
+1% +$1.23M 0.2% 49
2026
Q1 		$15.6M Buy
2,059,340
+42,993
+2% +$2.17M 0.26% 34
2025
Q4 		$13.4M Sell
2,016,347
-4,624
-0.2% -$233K 0.17% 44
2025
Q3 		$13.7M Sell
2,020,971
-15,029
-0.7% -$757K 0.18% 40
2025
Q2 		$14.4M Buy
2,036,000
+95,172
+5% +$4.79M 0.22% 38
2025
Q1 		$9.64M Sell
1,940,828
-9,696
-0.5% -$489K 0.24% 32
2024
Q4 		$10.1M Buy
1,950,524
+27,535
+1% +$1.39M 0.16% 36
2024
Q3 		$8.73M Buy
1,922,989
+1,757,663
+1,063% +$88.5M 0.14% 41
2024
Q2 		$8.32M Sell
165,326
-6,002
-4% -$302K 0.82% 14
2024
Q1 		$8.62M Sell
171,328
-22,494
-12% -$1.13M 0.94% 12
2023
Q4 		$9.74M Buy
193,822
+26,191
+16% +$1.32M 1.2% 7
2023
Q3 		$8.44M Sell
167,631
-101,437
-38% -$5.11M 1.14% 9
2023
Q2 		$13.5M Sell
269,068
-19,152
-7% -$965K 1.83% 9
2023
Q1 		$14.5M Buy
+288,220
New +$14.5M 2.5% 7

Other funds holding USFR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Howard Capital Management's USFR Position: Q2 2026 in Review

Howard Capital Management increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 1.2% in Q2 2026, buying an estimated $1.23M and bringing the position to 2,083,671 shares worth $16.8M. The position accounts for 0.2% of the portfolio, ranked #49.

Howard Capital Management first reported a position in USFR in Q1 2023 and has held it in 14 quarters since. 610 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Howard Capital Management held 2,083,671 shares of WisdomTree Floating Rate Treasury Fund worth $16.8M as of Q2 2026.
  • Howard Capital Management bought 24,331 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1.23M.
  • WisdomTree Floating Rate Treasury Fund made up 0.2% of Howard Capital Management's portfolio in Q2 2026, its #49 holding.
  • Howard Capital Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2023 and has held it in 14 quarters since.
  • 610 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Howard Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.