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

UBS 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	$14.5K	Buy	421 +224	+114%	+$8.52K	﹤0.01%	8347
2026 Q1	$7.43K	Buy	197 +138	+234%	+$4.87K	﹤0.01%	8587
2025 Q4	$1.98K	Buy	+59	New	+$1.92K	﹤0.01%	9420

Other funds holding WTIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

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

UBS Group's WTIP Position: Q2 2026 in Review

UBS Group increased its WisdomTree Inflation Plus Fund (WTIP) stake by 114% in Q2 2026, buying an estimated $8.52K and bringing the position to 421 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #8347.

UBS Group first reported a position in WTIP in Q4 2025 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold WTIP as of Q2 2026.

UBS Group held 421 shares of WisdomTree Inflation Plus Fund worth $14.5K as of Q2 2026.
UBS Group bought 224 WisdomTree Inflation Plus Fund shares in Q2 2026, an estimated $8.52K.
WisdomTree Inflation Plus Fund made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8347 holding.
UBS Group first reported a position in WisdomTree Inflation Plus Fund in Q4 2025 and has held it in 3 quarters since.
8 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.