Wealth Enhancement Advisory Services
WTIP icon

Wealth Enhancement Advisory Services’s WisdomTree Inflation Plus Fund WTIP Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$423K Buy
+11,367
New +$411K ﹤0.01% 2999

Other funds holding WTIP

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CLG LLC
CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

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

Wealth Enhancement Advisory Services opened a new position in WisdomTree Inflation Plus Fund (WTIP) in Q3 2026: 11,367 shares worth $423K. The stake represents ﹤0.01% of the portfolio and ranks #2999 among its holdings.

5 funds tracked by Wall St. Rank hold WTIP as of Q3 2026.

  • Wealth Enhancement Advisory Services held 11,367 shares of WisdomTree Inflation Plus Fund worth $423K as of Q3 2026.
  • WisdomTree Inflation Plus Fund was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • WisdomTree Inflation Plus Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2999 holding.
  • 5 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q3 2026.

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