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 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Insight Wealth Strategies's WTIP Position: Q2 2026 in Review

Insight Wealth Strategies increased its WisdomTree Inflation Plus Fund (WTIP) stake by 170% in Q2 2026, buying an estimated $468K and bringing the position to 19,542 shares worth $672K. The position accounts for 0.07% of the portfolio, ranked #114.

Insight Wealth Strategies first reported a position in WTIP in Q1 2026 and has held it in 2 quarters since. 2 funds tracked by Wall St. Rank hold WTIP as of Q2 2026.

Insight Wealth Strategies held 19,542 shares of WisdomTree Inflation Plus Fund worth $672K as of Q2 2026.
Insight Wealth Strategies bought 12,298 WisdomTree Inflation Plus Fund shares in Q2 2026, an estimated $468K.
WisdomTree Inflation Plus Fund made up 0.07% of Insight Wealth Strategies's portfolio in Q2 2026, its #114 holding.
Insight Wealth Strategies first reported a position in WisdomTree Inflation Plus Fund in Q1 2026 and has held it in 2 quarters since.
2 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.