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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
YIH
Y-Intercept (HK)
Hong Kong
$5.05B AUM
17.89%
1-Year Est. Return
PFS
Prospera Financial Services
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$6.89B AUM
37.41%
1-Year Est. Return
S
Steadtrust
Allen, Texas
$198M AUM
99.37%
1-Year Est. Return
GI
GAMMA Investing
Foster City, California
$2.69B AUM
42.78%
1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust
Windsor, Connecticut
$3.87B AUM
24.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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