MG
WTIP

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
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mather Group's WTIP Position: Q1 2026 in Review

Mather Group opened a new position in WisdomTree Inflation Plus Fund (WTIP) in Q1 2026: 142,354 shares worth $5.37M. The stake represents 0.05% of the portfolio and ranks #129 among its holdings.

6 funds tracked by Wall St. Rank hold WTIP as of Q1 2026.

  • Mather Group held 142,354 shares of WisdomTree Inflation Plus Fund worth $5.37M as of Q1 2026.
  • WisdomTree Inflation Plus Fund was a new Mather Group position in Q1 2026.
  • WisdomTree Inflation Plus Fund made up 0.05% of Mather Group's portfolio in Q1 2026, its #129 holding.
  • 6 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.