Wealth Enhancement Advisory Services’s Tiptree Inc TIPT Stock Holding History

Wealth Enhancement Advisory Services’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 Q3	$296K	Buy	17,082 +5,290	+45%	+$94.8K	﹤0.01%	3361
2026 Q2	$217K	Buy	+11,792	New	+$204K	﹤0.01%	3512

Other funds holding TIPT

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's TIPT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Tiptree Inc (TIPT) stake by 45% in Q3 2026, buying an estimated $94.8K and bringing the position to 17,082 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

Wealth Enhancement Advisory Services first reported a position in TIPT in Q2 2026 and has held it in 2 quarters since. 7 funds tracked by Wall St. Rank hold TIPT as of Q3 2026.

Wealth Enhancement Advisory Services held 17,082 shares of Tiptree Inc worth $296K as of Q3 2026.
Wealth Enhancement Advisory Services bought 5,290 Tiptree Inc shares in Q3 2026, an estimated $94.8K.
Tiptree Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3361 holding.
Wealth Enhancement Advisory Services first reported a position in Tiptree Inc in Q2 2026 and has held it in 2 quarters since.
7 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.