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Wisdomtree Floating Rate Treasury Fund shares owned by Napier Financial

Quarter-by-quarter ownership of Wisdomtree Floating Rate Treasury Fund (USFR) shares owned by Napier Financial from 13F filings

Historical chart of Napier Financial investment in Wisdomtree Floating Rate Treasury Fund

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Floating Rate Treasury Fund held by Napier Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Floating Rate Treasury Fund by Napier Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $15M 296k 50.34

More positions owned by Napier Financial

Ishares Russell MF Closed and MF Open (IWB)
Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (EFA)
Ishares 3-7yr MF Closed and MF Open (IEI)
Ishares Russell MF Closed and MF Open (IWD)
Vanguard Mid MF Closed and MF Open (VO)
First Trust MF Closed and MF Open (RDVY)
Wisdomtree Floating MF Closed and MF Open (USFR)
State Street MF Closed and MF Open (SPY)
Ishares Msci MF Closed and MF Open (EEM)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Vanguard Short MF Closed and MF Open (VCSH)
Ishares Russell MF Closed and MF Open (IWF)
Vanguard Intermediate MF Closed and MF Open (VCIT)
Spdr Gold MF Closed and MF Open (GLDM)

View all positions for Napier Financial

Top funds holding Wisdomtree Floating Rate Treasury Fund

Morgan Stanley
Bank of America Corporation
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Summit Trail Advisors
NewEdge Wealth
Captrust Financial Advisors
Raymond James Financial
BIP Wealth
UBS Group
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada
Serenus Wealth Advisors
HighTower Advisors
Private Advisor

View all funds holding Wisdomtree Floating Rate Treasury Fund