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SHP Wealth Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

SHP Wealth Management’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 		$103K Hold
2,052
– – 0.01% 380
2025
Q4 		$103K Buy
+2,052
New +$103K 0.01% 344

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

SHP Wealth Management's USFR Position: Q1 2026 in Review

SHP Wealth Management held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q1 2026 at 2,052 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #380.

SHP Wealth Management 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.

  • SHP Wealth Management held 2,052 shares of WisdomTree Floating Rate Treasury Fund worth $103K as of Q1 2026.
  • SHP Wealth Management left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q1 2026.
  • WisdomTree Floating Rate Treasury Fund made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #380 holding.
  • SHP Wealth Management 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 SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.