UBS Group
WTIP

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
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

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group's WTIP Position: Q1 2026 in Review

UBS Group increased its WisdomTree Inflation Plus Fund (WTIP) stake by 234% in Q1 2026, buying an estimated $4.87K and bringing the position to 197 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #8587.

UBS Group first reported a position in WTIP in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold WTIP as of Q1 2026.

  • UBS Group held 197 shares of WisdomTree Inflation Plus Fund worth $7.43K as of Q1 2026.
  • UBS Group bought 138 WisdomTree Inflation Plus Fund shares in Q1 2026, an estimated $4.87K.
  • WisdomTree Inflation Plus Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8587 holding.
  • UBS Group first reported a position in WisdomTree Inflation Plus Fund in Q4 2025 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.