Ownership history in WealthNavi Inc. · 28 quarters on record
This page tracks every 13F SEC filing in which WealthNavi Inc. reported a position in ISHARES TR (TIP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 692,532 | -34,713 | -4.8% | 0.67% | $76.1M | $109.91 |
| 2025 Q3 | REDUCED | 727,245 | -37,285 | -4.9% | 0.75% | $80.9M | $110.00 |
| 2025 Q2 | REDUCED | 764,530 | -32,923 | -4.1% | 0.85% | $84.1M | $107.79 |
| 2025 Q1 | REDUCED | 797,453 | -44,071 | -5.2% | 0.99% | $88.6M | $107.33 |
As of 2025 Q4 — sorted by position size