Wilshire Advisors’s Turning Point Brands TPB Stock Holding History

Wilshire Advisors’s Portfolio TPB Stock Details TPB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$8.53M	Buy	+145,363	New	+$11.4M	0.02%	456

Other funds holding TPB

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return

Wilshire Advisors's TPB Position: Q3 2026 in Review

Wilshire Advisors opened a new position in Turning Point Brands (TPB) in Q3 2026: 145,363 shares worth $8.53M. The stake represents 0.02% of the portfolio and ranks #456 among its holdings.

118 funds tracked by Wall St. Rank hold TPB as of Q3 2026.

Wilshire Advisors held 145,363 shares of Turning Point Brands worth $8.53M as of Q3 2026.
Turning Point Brands was a new Wilshire Advisors position in Q3 2026.
Turning Point Brands made up 0.02% of Wilshire Advisors's portfolio in Q3 2026, its #456 holding.
118 funds tracked by Wall St. Rank held Turning Point Brands as of Q3 2026.

Based on Wilshire Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.