SEC 13F Intelligence

Wealthnavi Inc. / TIP

Wealthnavi Inc.’s Ishares Tr Position

Does Wealthnavi Inc. own Ishares Tr (TIP)? Yes654.9K shares worth $72M (+0.63% of its 13F portfolio) as of Q1 2026, down from 692.5K shares the prior filed quarter.

Position Value
$72M
Q1 2026
Shares
654.9K
% of Portfolio
+0.63%
Quarters Held
28
currently held

Position History TIP

Reported value by quarter
Q1 ’19: $17MQ1 ’19Q2 ’19: $22MQ3 ’19: $27MQ4 ’19: $33MQ1 ’20: $38MQ1 ’20Q2 ’20: $42MQ3 ’20: $50MQ4 ’20: $55MQ1 ’21: $62MQ1 ’21Q3 ’21: $93MQ4 ’21: $101MQ1 ’22: $107MQ2 ’22: $107MQ2 ’22Q3 ’22: $108MQ4 ’22: $112MQ1 ’23: $120MQ2 ’23: $125MQ2 ’23Q3 ’23: $130MQ4 ’23: $121MQ1 ’24: $108MQ2 ’24: $99MQ2 ’24Q3 ’24: $98MQ4 ’24: $90MQ1 ’25: $89MQ2 ’25: $84MQ2 ’25Q3 ’25: $81MQ4 ’25: $76MQ1 ’26: $72Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026654.9K$72M+0.63%
Q4 2025692.5K$76M+0.67%
Q3 2025727.2K$81M+0.75%
Q2 2025764.5K$84M+0.85%
Q1 2025797.5K$89M+0.99%
Q4 2024841.5K$90M+1.04%
Q3 2024884.0K$98M+1.12%
Q2 2024929.2K$99M+1.26%
Q1 20241.01M$108M+1.44%
Q4 20231.13M$121M+1.76%
Q3 20231.25M$130M+2.11%
Q2 20231.16M$125M+2.03%
Q1 20231.09M$120M+2.05%
Q4 20221.05M$112M+2.09%
Q3 20221.03M$108M+2.27%
Q2 2022935.8K$107M+2.18%
Q1 2022858.5K$107M+2.01%
Q4 2021784.2K$101M+1.85%
Q3 2021729.2K$93M+1.92%
Q1 2021497.4K$62M+1.72%
Q4 2020433.7K$55M+1.75%
Q3 2020397.3K$50M+1.84%
Q2 2020340.3K$42M+1.81%
Q1 2020321.5K$38M+2.11%
Q4 2019280.0K$33M+1.78%
Q3 2019235.6K$27M+1.71%
Q2 2019186.9K$22M+1.52%
Q1 2019154.0K$17M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthnavi Inc.’s full portfolio or all institutional holders of TIP.