GenTrust’s State Street SPDR FTSE International Government Inflation-Protected Bond ETF WIP Stock Holding History

GenTrust’s Portfolio WIP Stock Details WIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-342,577	Closed	-$20.1M	–	202
2020 Q4	$20.1M	Buy	+342,577	New	+$19.2M	1.76%	16

Other funds holding WIP

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LFWA

LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

GenTrust's WIP Position: Q1 2026 in Review

GenTrust reduced its State Street SPDR FTSE International Government Inflation-Protected Bond ETF (WIP) stake by 2.2% in Q1 2026, selling an estimated $239K and leaving 269,313 shares worth $10.7M. The position accounts for 0.46% of the portfolio, ranked #38.

GenTrust first reported a position in WIP in Q4 2016 and has held it in 37 quarters since. The position peaked at $25.1M in Q1 2022. 64 funds tracked by Wall St. Rank hold WIP as of Q1 2026.

GenTrust held 269,313 shares of State Street SPDR FTSE International Government Inflation-Protected Bond ETF worth $10.7M as of Q1 2026.
GenTrust sold 5,950 State Street SPDR FTSE International Government Inflation-Protected Bond ETF shares in Q1 2026, an estimated $239K.
State Street SPDR FTSE International Government Inflation-Protected Bond ETF made up 0.46% of GenTrust's portfolio in Q1 2026, its #38 holding.
GenTrust first reported a position in State Street SPDR FTSE International Government Inflation-Protected Bond ETF in Q4 2016 and has held it in 37 quarters since.
GenTrust's State Street SPDR FTSE International Government Inflation-Protected Bond ETF position peaked at $25.1M in Q1 2022.
64 funds tracked by Wall St. Rank held State Street SPDR FTSE International Government Inflation-Protected Bond ETF as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.