Wealthcare Advisory Partners’s WisdomTree Inflation Plus Fund WTIP Stock Holding History

Wealthcare Advisory Partners’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 Q2	$3.42M	Sell	99,006 -24,193	-20%	-$920K	0.06%	243
2026 Q1	$4.64M	Buy	123,199 +110,803	+894%	+$3.91M	0.09%	191
2025 Q4	$415K	Buy	+12,396	New	+$404K	0.01%	760

Other funds holding WTIP

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Wealthcare Advisory Partners's WTIP Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its WisdomTree Inflation Plus Fund (WTIP) stake by 20% in Q2 2026, selling an estimated $920K and leaving 99,006 shares worth $3.42M. The position accounts for 0.06% of the portfolio, ranked #243.

Wealthcare Advisory Partners first reported a position in WTIP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.64M in Q1 2026. 2 funds tracked by Wall St. Rank hold WTIP as of Q2 2026.

Wealthcare Advisory Partners held 99,006 shares of WisdomTree Inflation Plus Fund worth $3.42M as of Q2 2026.
Wealthcare Advisory Partners sold 24,193 WisdomTree Inflation Plus Fund shares in Q2 2026, an estimated $920K.
WisdomTree Inflation Plus Fund made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #243 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree Inflation Plus Fund in Q4 2025 and has held it in 3 quarters since.
Wealthcare Advisory Partners's WisdomTree Inflation Plus Fund position peaked at $4.64M in Q1 2026.
2 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.