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 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

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

New Perspectives Inc's USFR Position: Q2 2026 in Review

New Perspectives Inc increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 5.3% in Q2 2026, buying an estimated $1.11M and bringing the position to 438,385 shares worth $22.1M. The position accounts for 6.77% of the portfolio, ranked #5.

New Perspectives Inc first reported a position in USFR in Q1 2022 and has held it in 14 quarters since. The position peaked at $27.6M in Q2 2024. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

New Perspectives Inc held 438,385 shares of WisdomTree Floating Rate Treasury Fund worth $22.1M as of Q2 2026.
New Perspectives Inc bought 22,068 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $1.11M.
WisdomTree Floating Rate Treasury Fund made up 6.77% of New Perspectives Inc's portfolio in Q2 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 14 quarters since.
New Perspectives Inc's WisdomTree Floating Rate Treasury Fund position peaked at $27.6M in Q2 2024.
611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.