SG
USFR icon

Sankala Group’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Sankala Group’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 		$3.67M Buy
72,874
+36,205
+99% +$1.82M 3% 6
2025
Q4 		$1.85M Buy
+36,669
New +$1.85M 1.48% 16

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 $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 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 $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

Sankala Group's USFR Position: Q1 2026 in Review

Sankala Group increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 99% in Q1 2026, buying an estimated $1.82M and bringing the position to 72,874 shares worth $3.67M. The position accounts for 3% of the portfolio, ranked #6.

Sankala Group first reported a position in USFR in Q4 2025 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • Sankala Group held 72,874 shares of WisdomTree Floating Rate Treasury Fund worth $3.67M as of Q1 2026.
  • Sankala Group bought 36,205 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $1.82M.
  • WisdomTree Floating Rate Treasury Fund made up 3% of Sankala Group's portfolio in Q1 2026, its #6 holding.
  • Sankala Group first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.