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Pinnacle Wealth Planning Services’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$2.82K Hold
56
– – ﹤0.01% 2381
2025
Q4 		$2.82K Buy
+56
New +$2.82K ﹤0.01% 2412

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 $2.46B AUM 14.38% 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

Pinnacle Wealth Planning Services's USFR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q1 2026 at 56 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2381.

Pinnacle Wealth Planning Services first reported a position in USFR in Q4 2025 and has held it in 2 quarters since. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 56 shares of WisdomTree Floating Rate Treasury Fund worth $2.82K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q1 2026.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2381 holding.
  • Pinnacle Wealth Planning Services first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 2 quarters since.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.