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 Q3	$3.84M	Buy	103,663 +4,657	+5%	+$169K	0.07%	248
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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

CLG LLC Long Beach, California $481M AUM 21.82% 1-Year Est. Return

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wealthcare Advisory Partners's WTIP Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its WisdomTree Inflation Plus Fund (WTIP) stake by 4.7% in Q3 2026, buying an estimated $169K and bringing the position to 103,663 shares worth $3.84M. The position accounts for 0.07% of the portfolio, ranked #248.

Wealthcare Advisory Partners first reported a position in WTIP in Q4 2025 and has held it in 4 quarters since. The position peaked at $4.64M in Q1 2026. 5 funds tracked by Wall St. Rank hold WTIP as of Q3 2026.

Wealthcare Advisory Partners held 103,663 shares of WisdomTree Inflation Plus Fund worth $3.84M as of Q3 2026.
Wealthcare Advisory Partners bought 4,657 WisdomTree Inflation Plus Fund shares in Q3 2026, an estimated $169K.
WisdomTree Inflation Plus Fund made up 0.07% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #248 holding.
Wealthcare Advisory Partners first reported a position in WisdomTree Inflation Plus Fund in Q4 2025 and has held it in 4 quarters since.
Wealthcare Advisory Partners's WisdomTree Inflation Plus Fund position peaked at $4.64M in Q1 2026.
5 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.