Mather Group’s WisdomTree Inflation Plus Fund WTIP Stock Holding History

Mather Group’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	$6.12M	Sell	165,136 -2,274	-1%	-$82.3K	0.05%	152
2026 Q2	$5.78M	Buy	167,410 +25,056	+18%	+$952K	0.05%	145
2026 Q1	$5.37M	Buy	+142,354	New	+$5.02M	0.05%	129

Other funds holding WTIP

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

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

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

Mather Group's WTIP Position: Q3 2026 in Review

Mather Group reduced its WisdomTree Inflation Plus Fund (WTIP) stake by 1.4% in Q3 2026, selling an estimated $82.3K and leaving 165,136 shares worth $6.12M. The position accounts for 0.05% of the portfolio, ranked #152.

Mather Group first reported a position in WTIP in Q1 2026 and has held it in 3 quarters since. 4 funds tracked by Wall St. Rank hold WTIP as of Q3 2026.

Mather Group held 165,136 shares of WisdomTree Inflation Plus Fund worth $6.12M as of Q3 2026.
Mather Group sold 2,274 WisdomTree Inflation Plus Fund shares in Q3 2026, an estimated $82.3K.
WisdomTree Inflation Plus Fund made up 0.05% of Mather Group's portfolio in Q3 2026, its #152 holding.
Mather Group first reported a position in WisdomTree Inflation Plus Fund in Q1 2026 and has held it in 3 quarters since.
4 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.