XY Planning Network’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

XY Planning Network’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	$1.19M	Buy	23,617 +304	+1%	+$15.3K	0.15%	127
2026 Q1	$1.17M	Sell	23,313 -7,137	-23%	-$360K	0.19%	118
2025 Q4	$1.53M	Buy	30,450 +5,503	+22%	+$277K	0.27%	93
2025 Q3	$1.26M	Hold	24,947	–	–	0.43%	61
2025 Q2	$1.26M	Buy	24,947 +2,293	+10%	+$116K	0.43%	61
2025 Q1	$1.14M	Buy	22,654 +1,207	+6%	+$60.8K	0.76%	41
2024 Q4	$1.08M	Buy	+21,447	New	+$1.08M	0.81%	39

Other funds holding USFR

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

MCM

Morton Capital Management Calabasas, California $731M AUM 20.62% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

FCM

Fourpath Capital Management Oklahoma City, Oklahoma $760M AUM 29.29% 1-Year Est. Return

SFO

Stenger Family Office Naperville, Illinois $629M AUM 25.67% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

XY Planning Network's USFR Position: Q2 2026 in Review

XY Planning Network increased its WisdomTree Floating Rate Treasury Fund (USFR) stake by 1.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 23,617 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #127.

XY Planning Network first reported a position in USFR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53M in Q4 2025. 200 funds tracked by Wall St. Rank hold USFR as of Q2 2026.

XY Planning Network held 23,617 shares of WisdomTree Floating Rate Treasury Fund worth $1.19M as of Q2 2026.
XY Planning Network bought 304 WisdomTree Floating Rate Treasury Fund shares in Q2 2026, an estimated $15.3K.
WisdomTree Floating Rate Treasury Fund made up 0.15% of XY Planning Network's portfolio in Q2 2026, its #127 holding.
XY Planning Network first reported a position in WisdomTree Floating Rate Treasury Fund in Q4 2024 and has held it in 7 quarters since.
XY Planning Network's WisdomTree Floating Rate Treasury Fund position peaked at $1.53M in Q4 2025.
200 funds tracked by Wall St. Rank held WisdomTree Floating Rate Treasury Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.