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WTIP is an actively managed, multi-asset ETF designed to mitigate inflation risk. The portfolio combines US Treasury Inflation-Protected Securities, a basket of 15 to 20 commodities across six sectors, which may include energy, precious and industrial metals, and agricultural commodities, and investments that provide exposure to bitcoin. Typically, the fund will have an equal exposure to TIPS and commodities and up to a 10% allocation to bitcoin investments. The fund primarily utilizes US-listed futures contracts to obtain long and short positions in commodities and bitcoin, as determined by…
Is WTIP's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
The war in Iran reignited inflationary pressures and threw a wrench in the Federal Reserve's plans to lower interest rates this year. Sure, anything is possible, but Fed funds futures imply long odds of a July rate cute.
With the U.S. economy grappling with persistent energy shocks and rising electricity costs, inflation expectations for the next five years have climbed to their highest levels in four years. For financial advisors, the challenge is shielding client portfolios from eroding purchasing power.
With inflation persistent and rising due to soaring energy prices, it's not surprising that advisors and fixed income investors are revisiting Treasury Inflation-Protected Securities (TIPS). In fact, data indicate that inflation-linked bonds have been among the most popular fixed income destinations, dating back to 2022.
Some progress has been made in terms of fighting inflation, but likely not enough for most consumers. That's enough for many advisors and fixed income investors to revisit a familiar stomping ground: Treasury Inflation-Protected Securities (TIPS).