KFG
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Kingdom Financial Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Kingdom Financial Group’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 		$147K Sell
2,916
-1,499
-34% -$75.5K 0.04% 178
2025
Q4 		$222K Buy
+4,415
New +$222K 0.07% 141

Other funds holding USFR

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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

Kingdom Financial Group's USFR Position: Q1 2026 in Review

Kingdom Financial Group reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 34% in Q1 2026, selling an estimated $75.5K and leaving 2,916 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #178.

Kingdom Financial Group first reported a position in USFR in Q4 2025 and has held it in 2 quarters since. The position peaked at $222K in Q4 2025. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Kingdom Financial Group held 2,916 shares of WisdomTree Floating Rate Treasury Fund worth $147K as of Q1 2026.
  • Kingdom Financial Group sold 1,499 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $75.5K.
  • WisdomTree Floating Rate Treasury Fund made up 0.04% of Kingdom Financial Group's portfolio in Q1 2026, its #178 holding.
  • Kingdom Financial Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 2 quarters since.
  • Kingdom Financial Group's WisdomTree Floating Rate Treasury Fund position peaked at $222K in Q4 2025.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.