WFG
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Wormser Freres Gestion’s iShares TIPS Bond ETF TIP Stock Holding History

Wormser Freres Gestion’s Portfolio TIP Stock Details TIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$355K Buy
+3,285
New +$363K 0.2% 26

Other funds holding TIP

VIP
Viewpoint Investment Partners Calgary, Alberta, Canada $290M AUM 16.37% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
VIS
Vertex Investment Solutions Chiyoda-Ku $148M AUM
IFA
Independence Financial Advisors Franklin, New Hampshire $386M AUM 18.64% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
CC
Cypress Capital Franklin, Tennessee $370M AUM 16.36% 1-Year Est. Return

Wormser Freres Gestion's TIP Position: Q2 2026 in Review

Wormser Freres Gestion opened a new position in iShares TIPS Bond ETF (TIP) in Q2 2026: 3,285 shares worth $355K. The stake represents 0.2% of the portfolio and ranks #26 among its holdings.

226 funds tracked by Wall St. Rank hold TIP as of Q2 2026.

  • Wormser Freres Gestion held 3,285 shares of iShares TIPS Bond ETF worth $355K as of Q2 2026.
  • iShares TIPS Bond ETF was a new Wormser Freres Gestion position in Q2 2026.
  • iShares TIPS Bond ETF made up 0.2% of Wormser Freres Gestion's portfolio in Q2 2026, its #26 holding.
  • 226 funds tracked by Wall St. Rank held iShares TIPS Bond ETF as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.