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NerdWallet Wealth Partners’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

NerdWallet Wealth Partners’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 		– Sell
-14,413
Closed -$725K – 72
2025
Q4 		$725K Sell
14,413
-1,658
-10% -$83.4K 0.33% 33
2025
Q3 		$808K Buy
+16,071
New +$809K 0.4% 32

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STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $10B AUM 30.45% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NerdWallet Wealth Partners's USFR Position: Q1 2026 in Review

NerdWallet Wealth Partners sold out of WisdomTree Floating Rate Treasury Fund (USFR) in Q1 2026, closing a stake of 14,413 shares — an estimated $725K sold.

NerdWallet Wealth Partners first reported a position in USFR in Q3 2025 and held it in 2 quarters. The position peaked at $808K in Q3 2025. 604 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • NerdWallet Wealth Partners reported no remaining WisdomTree Floating Rate Treasury Fund position as of Q1 2026 after selling out during the quarter.
  • NerdWallet Wealth Partners sold 14,413 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $725K.
  • NerdWallet Wealth Partners first reported a position in WisdomTree Floating Rate Treasury Fund in Q3 2025 and held it in 2 quarters.
  • NerdWallet Wealth Partners's WisdomTree Floating Rate Treasury Fund position peaked at $808K in Q3 2025.
  • 604 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.