Fidelity Investments
WTIP

Fidelity Investments’s WisdomTree Inflation Plus Fund WTIP Stock Holding History

Fidelity Investments’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
Q2 		$35 Buy
+1
New +$38 ﹤0.01% 5466
2025
Q4 		– Sell
-1
Closed -$31 – 5667
2025
Q3 		$31 Buy
+1
New +$30 ﹤0.01% 5285

Other funds holding WTIP

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments's WTIP Position: Q2 2026 in Review

Fidelity Investments opened a new position in WisdomTree Inflation Plus Fund (WTIP) in Q2 2026: 1 share worth $35. The stake represents ﹤0.01% of the portfolio and ranks #5466 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in WTIP as recently as Q3 2025.

Fidelity Investments first reported a position in WTIP in Q3 2025 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold WTIP as of Q2 2026.

  • Fidelity Investments held 1 share of WisdomTree Inflation Plus Fund worth $35 as of Q2 2026.
  • WisdomTree Inflation Plus Fund was a new Fidelity Investments position in Q2 2026.
  • WisdomTree Inflation Plus Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #5466 holding.
  • Fidelity Investments first reported a position in WisdomTree Inflation Plus Fund in Q3 2025 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.