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United Capital Financial Advisors’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

United Capital Financial Advisors’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 		$10.2M Sell
203,054
-15,356
-7% -$774K 0.06% 233
2025
Q4 		$11M Buy
+218,410
New +$11M 0.07% 227

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

United Capital Financial Advisors's USFR Position: Q1 2026 in Review

United Capital Financial Advisors reduced its WisdomTree Floating Rate Treasury Fund (USFR) stake by 7% in Q1 2026, selling an estimated $774K and leaving 203,054 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #233.

United Capital Financial Advisors first reported a position in USFR in Q4 2025 and has held it in 2 quarters since. The position peaked at $11M in Q4 2025. 602 funds tracked by Wall St. Rank hold USFR as of Q1 2026.

  • United Capital Financial Advisors held 203,054 shares of WisdomTree Floating Rate Treasury Fund worth $10.2M as of Q1 2026.
  • United Capital Financial Advisors sold 15,356 WisdomTree Floating Rate Treasury Fund shares in Q1 2026, an estimated $774K.
  • WisdomTree Floating Rate Treasury Fund made up 0.06% of United Capital Financial Advisors's portfolio in Q1 2026, its #233 holding.
  • United Capital Financial Advisors first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2025 and has held it in 2 quarters since.
  • United Capital Financial Advisors's WisdomTree Floating Rate Treasury Fund position peaked at $11M in Q4 2025.
  • 602 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.