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Leibman Financial Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Leibman Financial Services’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 		$19.9M Buy
394,250
+149,751
+61% +$7.55M 13.2% 1
2026
Q1 		$12.3M Sell
244,499
-50,994
-17% -$2.57M 9.04% 1
2025
Q4 		$14.9M Sell
295,493
-35,672
-11% -$1.8M 10.73% 1
2025
Q3 		$16.6M Buy
331,165
+135,228
+69% +$6.81M 12.64% 1
2025
Q2 		$9.86M Sell
195,937
-95,223
-33% -$4.8M 7.58% 1
2025
Q1 		$14.7M Buy
291,160
+40,045
+16% +$2.02M 11.39% 1
2024
Q4 		$12.6M Buy
251,115
+58,160
+30% +$2.93M 9.22% 1
2024
Q3 		$9.69M Buy
192,955
+20,124
+12% +$1.01M 6.87% 1
2024
Q2 		$8.7M Sell
172,831
-7,903
-4% -$398K 6.45% 1
2024
Q1 		$9.09M Buy
180,734
+37,214
+26% +$1.87M 6.98% 1
2023
Q4 		$7.21M Buy
+143,520
New +$7.23M 6% 1

Other funds holding USFR

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
MCM
Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return
SFO
Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Leibman Financial Services's USFR Position: Q2 2026 in Review

Leibman Financial Services increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 61% in Q2 2026, buying an estimated $7.55M and bringing the position to 394,250 shares worth $19.9M. The position accounts for 13.2% of the portfolio, ranked #1.

Leibman Financial Services first reported a position in USFR in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Leibman Financial Services held 394,250 shares of WisdomTree Floating Rate Treasury Fund worth $19.9M as of Q2 2026.
  • Leibman Financial Services bought 149,751 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $7.55M.
  • WisdomTree Floating Rate Treasury Fund made up 13.2% of Leibman Financial Services's portfolio in Q2 2026, its #1 holding.
  • Leibman Financial Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2023 and has held it in 11 quarters since.
  • 256 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.