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Triumph Capital Management’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Triumph Capital 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
Q2 		$4.28K Hold
85
– – ﹤0.01% 1398
2026
Q1 		$4.28K Hold
85
– – ﹤0.01% 1360
2025
Q4 		$4.28K Buy
+85
New +$4.28K ﹤0.01% 1307

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LPL Financial
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
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

Triumph Capital Management's USFR Position: Q2 2026 in Review

Triumph Capital Management held its WisdomTree Floating Rate Treasury Fund (USFR) position steady in Q2 2026 at 85 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Triumph Capital Management first reported a position in USFR in Q4 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

  • Triumph Capital Management held 85 shares of WisdomTree Floating Rate Treasury Fund worth $4.28K as of Q2 2026.
  • Triumph Capital Management left its WisdomTree Floating Rate Treasury Fund share count unchanged in Q2 2026.
  • WisdomTree Floating Rate Treasury Fund made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1398 holding.
  • Triumph Capital Management first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.