Avestar Capital
WTIP icon

Avestar Capital’s WisdomTree Inflation Plus Fund WTIP Stock Holding History

Avestar Capital’s Portfolio WTIP Stock Details WTIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.62M Buy
+43,732
New +$1.58M 0.13% 144

Other funds holding WTIP

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avestar Capital's WTIP Position: Q3 2026 in Review

Avestar Capital opened a new position in WisdomTree Inflation Plus Fund (WTIP) in Q3 2026: 43,732 shares worth $1.62M. The stake represents 0.13% of the portfolio and ranks #144 among its holdings.

6 funds tracked by Wall St. Rank hold WTIP as of Q3 2026.

  • Avestar Capital held 43,732 shares of WisdomTree Inflation Plus Fund worth $1.62M as of Q3 2026.
  • WisdomTree Inflation Plus Fund was a new Avestar Capital position in Q3 2026.
  • WisdomTree Inflation Plus Fund made up 0.13% of Avestar Capital's portfolio in Q3 2026, its #144 holding.
  • 6 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.