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SouthState Corp’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

SouthState Corp’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 		$7.1K Buy
+141
New +$7.11K ﹤0.01% 751
2023
Q1 		– Sell
-3,334
Closed -$168K – 699
2022
Q4 		$168K Buy
+3,334
New +$168K 0.02% 278

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STA
Summit Trail Advisors New York $7.95B AUM 26.49% 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 $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SouthState Corp's USFR Position: Q2 2026 in Review

SouthState Corp opened a new position in WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2026: 141 shares worth $7.1K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: SouthState Corp previously reported a position in USFR as recently as Q4 2022.

SouthState Corp first reported a position in USFR in Q4 2022 and has held it in 2 quarters since. The position peaked at $168K in Q4 2022. 611 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • SouthState Corp held 141 shares of WisdomTree Floating Rate Treasury Fund worth $7.1K as of Q2 2026.
  • WisdomTree Floating Rate Treasury Fund was a new SouthState Corp position in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #751 holding.
  • SouthState Corp first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2022 and has held it in 2 quarters since.
  • SouthState Corp's WisdomTree Floating Rate Treasury Fund position peaked at $168K in Q4 2022.
  • 611 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.