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 Q2	$217K	Buy	+11,792	New	+$204K	﹤0.01%	3512

Other funds holding TIPT

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Veradace Capital Management Dallas, Texas $132M AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's TIPT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Tiptree Inc (TIPT) in Q2 2026: 11,792 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #3512 among its holdings.

140 funds tracked by Wall St. Rank hold TIPT as of Q2 2026.

Wealth Enhancement Advisory Services held 11,792 shares of Tiptree Inc worth $217K as of Q2 2026.
Tiptree Inc was a new Wealth Enhancement Advisory Services position in Q2 2026.
Tiptree Inc made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3512 holding.
140 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.