13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
USFR

WISDOMTREE FLOATING RATE

628 institutions still hold WISDOMTREE FLOATING RATE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717y527·628 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.7%
vs prior quarter
13F value held
$5.7B
79.0% inst. owned
of float
Holders
628
+88 QoQ
filers reporting
Activity
+82 / −6
+840 added · −731 reduced
this quarter
Concentration
15.47%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

628 institutions reported USFR in Q1 2026. MORGAN STANLEY leads at 15.5% of the visible book. +88 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$878M17.4M0.05%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$802M15.9M0.06%Q1 202603
LPL Financial LLC
CIK 0001403438
$642M12.8M0.17%Q1 202604
Summit Trail Advisors, LLC
CIK 0001698478
$500M9.9M7.16%Q1 202605
NewEdge Wealth, LLC
CIK 0001861796
$384M7.6M4.58%Q1 202606
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$354M7.0M0.11%Q1 202607
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$265M5.3M0.46%Q1 202608
BIP Wealth, LLC
CIK 0001590214
$257M5.1M10.44%Q1 202609
UBS Group AG
CIK 0001610520
$256M5.1M0.04%Q1 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$198M3.9M0.04%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$193M3.8M0.04%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$142M2.8M0.02%Q1 202613
Serenus Wealth Advisors, LLC
CIK 0002053695
$122M2.4M24.28%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$118M2.3M0.13%Q1 202615
Private Advisor Group, LLC
CIK 0001567755
$117M2.3M0.55%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$101M2.0M0.38%Q1 202617
IHT Wealth Management, LLC
CIK 0001697490
$90M1.8M2.08%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$86M1.7M0.13%Q1 202619
Cetera Investment Advisers
CIK 0001666741
$86M1.7M0.09%Q1 202620
Morton Capital Management LLC/CA
CIK 0002002628
$84M1.7M12.56%Q1 2026
Page 1 of 32
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