TWD
TIPT icon

True Wealth Design’s Tiptree Inc TIPT Stock Holding History

True Wealth Design’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27K Buy
71
+61
+610% +$1.05K ﹤0.01% 1887
2026
Q1 		$170 Sell
10
-20
-67% -$342 ﹤0.01% 2363
2025
Q4 		$549 Buy
30
+12
+67% +$219 ﹤0.01% 1923
2025
Q3 		$346 Buy
+18
New +$401 ﹤0.01% 2126

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $132M AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

True Wealth Design's TIPT Position: Q2 2026 in Review

True Wealth Design increased its Tiptree Inc (TIPT) stake by 610% in Q2 2026, buying an estimated $1.05K and bringing the position to 71 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1887.

True Wealth Design first reported a position in TIPT in Q3 2025 and has held it in 4 quarters since. 140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

  • True Wealth Design held 71 shares of Tiptree Inc worth $1.27K as of Q2 2026.
  • True Wealth Design bought 61 Tiptree Inc shares in Q2 2026, an estimated $1.05K.
  • Tiptree Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1887 holding.
  • True Wealth Design first reported a position in Tiptree Inc in Q3 2025 and has held it in 4 quarters since.
  • 140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.