Wisdomtree Inflation PlusWTIPETF
13F holders, Q1 2026 (March 31)6holders +3
4new positions
1sold out
$37.70avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Wisdomtree Inflation Plus (WTIP) in their 13F filings, up 3 from Q4 2025. 4 opened new positions and 1 sold out. The largest holders were Mather Group, Llc. ($5.4M), Wealthcare Advisory Partners LLC ($4.6M) and Harbour Investments, Inc. ($684K).
- Company
- Wisdomtree Inflation Plus
- CUSIP
- 97717Y352
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.3M |
| Exits | 1 | $779K |
All 13F filers, Q4 2025 → Q1 2026: 278,699 shares bought and 23,252 shares sold, net +255,447 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Mather Group, Llc. | 0.05% | New | 142,354 | $5.4M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +893.9% | 123,199 | $4.6M |
| Harbour Investments, Inc. | 0.01% | New | 18,144 | $684K |
| Insight Wealth Strategies, LLC | 0.03% | New | 7,244 | $273K |
| UBS Group AG | 0.00% | Add +233.9% | 197 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 16 | $603 |
"% of holder's portfolio" is WTIP's weight in each manager's 13F, not the share of Wisdomtree Inflation Plus the manager owns.