Joel Greenblatt's USFR Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 26,337 shares of WisdomTree Floating Rate Treasury Fund (USFR) worth $1.33 M, representing 0.00% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 4 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in USFR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 13,021 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's WisdomTree Floating Rate Treasury Fund (USFR) Holding Value Over Time
Track share changes against reported price movement
Quarterly WisdomTree Floating Rate Treasury Fund (USFR) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +13,021 | Add 97.78% | 26,337 | $50.34 |
| Q4 2025 | +7,747 | Add 139.11% | 13,316 | $50.32 |
| Q2 2025 | +5,569 | New Buy | 5,569 | $50.31 |
Joel Greenblatt's WisdomTree Floating Rate Treasury Fund Investment FAQs
Joel Greenblatt first purchased WisdomTree Floating Rate Treasury Fund (USFR) in Q2 2025, acquiring 5,569 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held WisdomTree Floating Rate Treasury Fund (USFR) for 4 quarters since Q2 2025.
Joel Greenblatt's largest addition to WisdomTree Floating Rate Treasury Fund (USFR) was in Q1 2026, adding 26,337 shares worth $1.33 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 26,337 shares of WisdomTree Floating Rate Treasury Fund (USFR), valued at approximately $1.33 M.
As of the Q1 2026 filing, WisdomTree Floating Rate Treasury Fund (USFR) represents approximately 0.00% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in WisdomTree Floating Rate Treasury Fund (USFR) was 26,337 shares, as reported at the end of Q1 2026.