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

Wealth Enhancement Trust 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 		$466 Buy
+26
New +$449 ﹤0.01% 1259

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Tiptree Inc (TIPT) in Q2 2026: 26 shares worth $466. The stake represents ﹤0.01% of the portfolio and ranks #1259 among its holdings.

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

  • Wealth Enhancement Trust Services held 26 shares of Tiptree Inc worth $466 as of Q2 2026.
  • Tiptree Inc was a new Wealth Enhancement Trust Services position in Q2 2026.
  • Tiptree Inc made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1259 holding.
  • 71 funds tracked by Wall St. Rank held Tiptree Inc as of Q2 2026.

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