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Investment Counsel Company of Nevada’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Investment Counsel Company of Nevada’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 		$29.2K Buy
+579
New +$29.2K 0.05% 68

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KAM
Knightsbridge Asset Management Newport Beach, California $711M AUM 36.2% 1-Year Est. Return
HighTower Advisors
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SWA
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MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

Investment Counsel Company of Nevada's USFR Position: Q2 2026 in Review

Investment Counsel Company of Nevada opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 579 shares worth $29.2K. The stake represents 0.05% of the portfolio and ranks #68 among its holdings.

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

  • Investment Counsel Company of Nevada held 579 shares of WisdomTree Floating Rate Treasury Fund worth $29.2K as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new Investment Counsel Company of Nevada position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.05% of Investment Counsel Company of Nevada's portfolio in Q2 2026, its #68 holding.
  • 500 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Investment Counsel Company of Nevada's 13F filing for Q2 2026, filed 10 Aug 2026.