New Perspectives Inc
USFR icon

New Perspectives Inc’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

New Perspectives Inc’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
Q3 		$22.6M Buy
447,656
+9,271
+2% +$468K 6.86% 5
2026
Q2 		$22.1M Buy
438,385
+22,068
+5% +$1.11M 6.77% 5
2026
Q1 		$21M Sell
416,317
-219
-0.1% -$11K 7.26% 5
2025
Q4 		$21M Buy
416,536
+4,611
+1% +$232K 7.27% 5
2025
Q3 		$20.7M Sell
411,925
-93,831
-19% -$4.73M 9.27% 4
2025
Q2 		$25.4M Buy
505,756
+32,249
+7% +$1.62M 12.59% 4
2025
Q1 		$23.8M Buy
473,507
+210,657
+80% +$10.6M 12.72% 3
2024
Q4 		$13.2M Buy
262,850
+1,598
+0.6% +$80.4K 7.09% 6
2024
Q3 		$13.1M Sell
261,252
-287,747
-52% -$14.5M 6.99% 6
2024
Q2 		$27.6M Buy
548,999
+35,696
+7% +$1.8M 14.74% 3
2024
Q1 		$25.8M Buy
+513,303
New +$25.8M 14.29% 3
2022
Q4 		$21.9M Buy
436,060
+37,591
+9% +$1.89M 16.81% 2
2022
Q3 		$20M Sell
398,469
-3,334
-0.8% -$168K 17.25% 2
2022
Q2 		$20.2M Sell
401,803
-14,992
-4% -$755K 16.47% 2
2022
Q1 		$21M Buy
+416,795
New +$20.9M 15.1% 2

Other funds holding USFR

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Morton Capital Management
Morton Capital Management Calabasas, California $828M AUM 13.29% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fourpath Capital Management
Fourpath Capital Management Oklahoma City, Oklahoma $769M AUM 23.15% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Stenger Family Office
Stenger Family Office Naperville, Illinois $728M AUM 21.16% 1-Year Est. Return
Alpine Bank Wealth Management
Alpine Bank Wealth Management Grand Junction, Colorado $773M AUM 12.02% 1-Year Est. Return
McGuire Investment Group
McGuire Investment Group Wakefield, Rhode Island $1.12B AUM 57.77% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

New Perspectives Inc's USFR Position: Q3 2026 in Review

New Perspectives Inc increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 2.1% in Q3 2026, buying an estimated $468K and bringing the position to 447,656 shares worth $22.6M. The position accounts for 6.86% of the portfolio, ranked #5.

New Perspectives Inc first reported a position in USFR in Q1 2022 and has held it in 15 quarters since. The position peaked at $27.6M in Q2 2024. 227 funds tracked by Wall St. Rank hold USFR as of Q3 2026.

  • New Perspectives Inc held 447,656 shares of WisdomTree Floating Rate Treasury Fund worth $22.6M as of Q3 2026.
  • New Perspectives Inc bought 9,271 WisdomTree Floating Rate Treasury Fund shares in Q3 2026, an estimated $468K.
  • WisdomTree Floating Rate Treasury Fund made up 6.86% of New Perspectives Inc's portfolio in Q3 2026, its #5 holding.
  • New Perspectives Inc first reported a position in WisdomTree Floating Rate Treasury Fund in Q1 2022 and has held it in 15 quarters since.
  • New Perspectives Inc's WisdomTree Floating Rate Treasury Fund position peaked at $27.6M in Q2 2024.
  • 227 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.