WTIP WISDOMTREE TR
FollowINFLA PLUS FD (fund)
6 managers (6 13F filers) reported a position in WTIP shares at 2026-03-31, 291,154 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 4
- Added
- 2
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 291,154
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| MATHER GROUP, LLC. | 142,354 | $5.37M | 0.05% | new | 13F-HRTimeline |
| Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners … | 123,199 | $4.64M | 0.09% | +110,803 | 13F-HRTimelineGroup |
| HARBOUR INVESTMENTS, INC. | 18,144 | $684K | 0.01% | new | 13F-HRTimeline |
| Insight Wealth Strategies, LLC | 7,244 | $273K | 0.03% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 197 | $7.43K | <0.01% | +138 | 13F-HRTimelineGroup |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN… | 16 | $603 | <0.01% | new | 13F-HRTimelineGroup |