13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
USFR

WISDOMTREE FLOATING RATE TRE

651 institutions still hold WISDOMTREE FLOATING RATE TRE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y527·Exchange Traded Fund·651 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$7.1B
visible holders
Holders
651
filers reporting
Concentration
16.59%
PeakShares LLC #1
top holder share
AI Holders Summary · Q2 2026

651 institutions reported USFR in Q2 2026. PeakShares LLC leads at 16.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PeakShares LLC
CIK 0002113507
$1.2B23K0.87%Q2 202602
MORGAN STANLEY
CIK 0000895421
$864M17.2M0.05%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$728M14.5M0.05%Q2 202604
LPL Financial LLC
CIK 0001403438
$668M13.3M0.15%Q2 202605
Summit Trail Advisors, LLC
CIK 0001698478
$568M11.3M7.15%Q2 202606
NewEdge Wealth, LLC
CIK 0001861796
$559M11.1M5.59%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$344M6.8M0.09%Q2 202608
BIP Wealth, LLC
CIK 0001590214
$278M5.5M7.89%Q2 202609
UBS Group AG
CIK 0001610520
$270M5.4M0.03%Q2 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$220M4.4M0.34%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$219M4.3M0.04%Q2 202612
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC
CIK 0001332811
$215M4.3M14.57%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$200M4.0M0.03%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$147M2.9M0.02%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$125M2.5M0.12%Q2 202616
Serenus Wealth Advisors, LLC
CIK 0002053695
$122M2.4M21.31%Q2 202617
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$94M1.9M1.15%Q2 202618
Cetera Investment Advisers
CIK 0001666741
$90M1.8M0.08%Q2 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$88M1.8M0.10%Q2 202620
Morton Capital Management LLC/CA
CIK 0002002628
$88M1.7M11.98%Q2 2026
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