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

IFS 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
Q1 		$1.94M Buy
38,497
+4,991
+15% +$251K 1% 16
2025
Q4 		$1.69M Buy
33,506
+3,004
+10% +$151K 0.88% 16
2025
Q3 		$1.53M Buy
+30,502
New +$1.54M 0.9% 14

Other funds holding USFR

Morgan Stanley
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

IFS Advisors's USFR Position: Q1 2026 in Review

IFS Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 15% in Q1 2026, buying an estimated $251K and bringing the position to 38,497 shares worth $1.94M. The position accounts for 1% of the portfolio, ranked #16.

IFS Advisors first reported a position in USFR in Q3 2025 and has held it in 3 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • IFS Advisors held 38,497 shares of WisdomTree Floating Rate Treasury Fund worth $1.94M as of Q1 2026.
  • IFS Advisors bought 4,991 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $251K.
  • WisdomTree Floating Rate Treasury Fund made up 1% of IFS Advisors's portfolio in Q1 2026, its #16 holding.
  • IFS Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and has held it in 3 quarters since.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.