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Mount Yale Investment Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Mount Yale Investment 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 		$25M Buy
495,884
+129,083
+35% +$6.5M 0.58% 35
2025
Q4 		$18.5M Buy
366,801
+351,592
+2,312% +$17.7M 0.89% 26
2025
Q3 		$765K Buy
+15,209
New +$766K 0.05% 333

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 $3.52B AUM 18.71% 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

Mount Yale Investment Advisors's USFR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 35% in Q1 2026, buying an estimated $6.5M and bringing the position to 495,884 shares worth $25M. The position accounts for 0.58% of the portfolio, ranked #35.

Mount Yale Investment 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.

  • Mount Yale Investment Advisors held 495,884 shares of WisdomTree Floating Rate Treasury Fund worth $25M as of Q1 2026.
  • Mount Yale Investment Advisors bought 129,083 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $6.5M.
  • WisdomTree Floating Rate Treasury Fund made up 0.58% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #35 holding.
  • Mount Yale Investment 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 Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.