Insight Wealth Strategies’s WisdomTree Inflation Plus Fund WTIP Stock Holding History

Insight Wealth Strategies’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	$836K	Buy	22,573 +3,031	+16%	+$110K	0.08%	110
2026 Q2	$672K	Buy	19,542 +12,298	+170%	+$468K	0.07%	114
2026 Q1	$273K	Buy	+7,244	New	+$255K	0.03%	156

Other funds holding WTIP

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Insight Wealth Strategies's WTIP Position: Q3 2026 in Review

Insight Wealth Strategies increased its WisdomTree Inflation Plus Fund (WTIP) stake by 16% in Q3 2026, buying an estimated $110K and bringing the position to 22,573 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #110.

Insight Wealth Strategies first reported a position in WTIP in Q1 2026 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold WTIP as of Q3 2026.

Insight Wealth Strategies held 22,573 shares of WisdomTree Inflation Plus Fund worth $836K as of Q3 2026.
Insight Wealth Strategies bought 3,031 WisdomTree Inflation Plus Fund shares in Q3 2026, an estimated $110K.
WisdomTree Inflation Plus Fund made up 0.08% of Insight Wealth Strategies's portfolio in Q3 2026, its #110 holding.
Insight Wealth Strategies first reported a position in WisdomTree Inflation Plus Fund in Q1 2026 and has held it in 3 quarters since.
7 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.