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 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

WAP

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

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mather Group's WTIP Position: Q2 2026 in Review

Mather Group increased its WisdomTree Inflation Plus Fund (WTIP) stake by 18% in Q2 2026, buying an estimated $952K and bringing the position to 167,410 shares worth $5.78M. The position accounts for 0.05% of the portfolio, ranked #145.

Mather Group first reported a position in WTIP in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold WTIP as of Q2 2026.

Mather Group held 167,410 shares of WisdomTree Inflation Plus Fund worth $5.78M as of Q2 2026.
Mather Group bought 25,056 WisdomTree Inflation Plus Fund shares in Q2 2026, an estimated $952K.
WisdomTree Inflation Plus Fund made up 0.05% of Mather Group's portfolio in Q2 2026, its #145 holding.
Mather Group first reported a position in WisdomTree Inflation Plus Fund in Q1 2026 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 Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.