WisdomTree Floating Rate Treasury Fund
USFR
605 hedge funds and large institutions have $10B invested in WisdomTree Floating Rate Treasury Fund in 2026 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 248 increasing their positions, 231 reducing their positions, and 41 closing their positions.
46% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 41
5% more capital invested
Capital invested by funds: $9.52B → $10B (+$477M)
4% more funds holding in top 10
Funds holding in top 10: 94 → 98 (+4)
2% more funds holding
Funds holding: 593 → 605 (+12)
7% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 231
0.67% less ownership
Funds ownership: 59.04% → 58.37% (-0.67%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$78.2M |
| 2 |
STA
Summit Trail Advisors
New York
|
+$67.1M |
| 3 |
FCM
Fourpath Capital Management
Oklahoma City,
Oklahoma
|
+$58.7M |
| 4 |
SFO
Stenger Family Office
Naperville,
Illinois
|
+$50.8M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$44.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$97.9M |
| 2 |
ABWM
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
-$37.6M |
| 3 |
NW
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
-$35.2M |
| 4 |
KAM
Knightsbridge Asset Management
Newport Beach,
California
|
-$31.4M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$27.3M |
USFR Hedge Fund Activity: Q1 2026 in Review
605 of the 8,208 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Floating Rate Treasury Fund (USFR) for Q1 2026, worth a combined $10B — up 5% from $9.52B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new USFR positions and 41 closed out — a net gain of 19 holders — while 248 added to existing stakes and 231 trimmed.
The largest buyer was Bank of America, adding an estimated $78.2M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $97.9M.
- 605 institutional investors held WisdomTree Floating Rate Treasury Fund (USFR) as of Q1 2026, up from 593 in Q4 2025.
- Funds reported $10B of WisdomTree Floating Rate Treasury Fund stock for Q1 2026, up 5% quarter-over-quarter.
- 60 funds opened new WisdomTree Floating Rate Treasury Fund positions in Q1 2026 and 41 closed out, a net change of +19 holders.
- The largest WisdomTree Floating Rate Treasury Fund buyer in Q1 2026 was Bank of America, an estimated $78.2M added.
- The largest WisdomTree Floating Rate Treasury Fund seller in Q1 2026 was CAPTRUST Financial Advisors, an estimated $97.9M sold.
Based on aggregated 13F filings for Q1 2026.