Landaas & Company’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Landaas & Company’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	$2.07M	Buy	41,175 +2,005	+5%	+$101K	0.38%	22
2026 Q1	$1.97M	Sell	39,170 -20,540	-34%	-$1.03M	0.43%	19
2025 Q4	$3M	Sell	59,710 -72,183	-55%	-$3.63M	0.66%	14
2025 Q3	$6.63M	Sell	131,893 -34,123	-21%	-$1.72M	1.51%	10
2025 Q2	$8.35M	Buy	+166,016	New	+$8.36M	1.99%	8

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

Landaas & Company's USFR Position: Q2 2026 in Review

Landaas & Company increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 5.1% in Q2 2026, buying an estimated $101K and bringing the position to 41,175 shares worth $2.07M. The position accounts for 0.38% of the portfolio, ranked #22.

Landaas & Company first reported a position in USFR in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.35M in Q2 2025. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

Landaas & Company held 41,175 shares of WisdomTree Floating Rate Treasury Fund worth $2.07M as of Q2 2026.
Landaas & Company bought 2,005 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $101K.
WisdomTree Floating Rate Treasury Fund made up 0.38% of Landaas & Company's portfolio in Q2 2026, its #22 holding.
Landaas & Company first reported a position in WisdomTree Floating Rate Treasury Fund in Q2 2025 and has held it in 5 quarters since.
Landaas & Company's WisdomTree Floating Rate Treasury Fund position peaked at $8.35M in Q2 2025.
608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Landaas & Company's 13F filing for Q2 2026, filed 21 Jul 2026.