# Portfolio overlap — WTIP vs STIP

Comparing **WisdomTree Inflation Plus Fund** (2026-02-28) and **iShares 0-5 Year TIPS Bond ETF** (2026-01-31).

- Shared positions: 19
- WisdomTree Inflation Plus Fund covered by iShares 0-5 Year TIPS Bond ETF: 0.7324532097341900390306048179
- iShares 0-5 Year TIPS Bond ETF covered by WisdomTree Inflation Plus Fund: 0.7324532097341900390306048179

## WisdomTree Inflation Plus Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Short-Term Investment | 0.094925 |  |
| U.S. Treasury Inflation-Linked Notes | 0.050465 | ✓ |
| U.S. Treasury Notes | 0.050128 | ✓ |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.048489 | ✓ |
| U.S. Treasury Notes | 0.046705 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 2.375% 10/15/2028 | 0.046471 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-5/8% 10/15/27 | 0.044718 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.043565 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.043520 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 10/15/2026 | 0.042904 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/2031 | 0.042794 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .125 07/15/2030 | 0.042022 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/2% 01/15/2028 | 0.039339 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027 | 0.038657 | ✓ |
| U.S. Treasury Notes 0.125%, Due 1/15/2030 | 0.038288 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8%  07/15/2026 | 0.038179 | ✓ |
| U.S. Treasury Inflation-Protected Security 0.375%, due 01/15/27 | 0.034457 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .25%  07/15/29 | 0.034400 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 07/15/2028 | 0.034345 | ✓ |
| U.S. Treasury Notes | 0.030979 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .875% 01/15/2029 | 0.029707 | ✓ |
| LME ZINC | 0.025782 |  |
| WisdomTree Bitcoin Fund | 0.020729 |  |
| SILVER SEP 26 | 0.017525 |  |
| WTI CRUDE | 0.009009 |  |
| Brent Crude Future | 0.006003 |  |
| DREYFUS TRSY OBLIG CASH M | 0.005895 |  |

## iShares 0-5 Year TIPS Bond ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| BlackRock Cash Funds: Treasury, SL Agency Shares | 0.060540 |  |
| U.S. Treasury Inflation-Linked Notes | 0.054283 | ✓ |
| U.S. Treasury Notes | 0.054095 | ✓ |
| U.S. Treasury Inflation-Protected Indexed Notes | 0.052436 | ✓ |
| U.S. Treasury Inflation Linked Notes | 0.050880 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 2.375% 10/15/2028 | 0.050340 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-5/8% 10/15/27 | 0.048440 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1.250 04/15/2028 | 0.047296 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.047076 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 10/15/2026 | 0.046457 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .125 07/15/2030 | 0.045219 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/2% 01/15/2028 | 0.042698 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027 | 0.042074 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8%  07/15/2026 | 0.041329 | ✓ |
| U.S. Treasury Notes 0.125%, Due 1/15/2030 | 0.041246 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/4% 07/15/2028 | 0.037319 | ✓ |
| U.S. Treasury Inflation-Protected Security 0.375%, due 01/15/27 | 0.037279 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .25%  07/15/29 | 0.037105 | ✓ |
| U.S. Treasury Notes | 0.033618 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES .875% 01/15/2029 | 0.032105 | ✓ |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-7/8% 04/15/29 | 0.022737 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 3-5/8% 04/15/28 | 0.019226 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 2-3/8% 01/15/27 | 0.019140 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 1-3/4% 01/15/28 | 0.018091 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 2-1/2% 01/15/29 | 0.017150 |  |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 01/15/2031 | 0.001820 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-015400` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/1350487/000094040026015400/0000940400-26-015400-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007316` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1100663/000207169126007316/0002071691-26-007316-index.htm>

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