XY Planning Network, Inc. IHDG — WISDOMTREE TR

Ownership history in XY Planning Network, Inc.  ·  4 quarters on record

AI Ownership Summary

XY Planning Network, Inc. reported WISDOMTREE TR (IHDG) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.27% in 2025 Q4. The latest visible filing shows IHDG at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IHDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was XY Planning Network, Inc.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IHDG was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IHDG stock page XY Planning Network, Inc. fund profile XY Planning Network, Inc. full holdings
How XY Planning Network, Inc. held IHDG — position size vs. price
% of Fund (quarterly)    IHDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 29,939 -396 -1.3% 0.17% $1.6M 2026-10-14 $51.86
2026 Q2 REDUCED 8.7% +0.2% ❌ 30,335 -2,907 -8.7% 0.20% $1.6M 2026-07-15 $52.42
2026 Q1 ADDED — — — 33,242 +1,474 +4.6% 0.26% $1.6M 2026-04-14 $50.04
2025 Q4 INITIATED — — — 31,768 — — 0.27% $1.5M 2026-01-26 $49.40

🏢 Other funds also holding IHDG

As of 2026 Q3 — sorted by position size

Stonebridge Wealth Management, LLC 1.21% Trinity Wealth Management, LLC 3Y 1.1% Prism Advisors, Inc. 3Y 7Y 0.86% Dynamic Advisor Solutions LLC 3Y 7Y 0.39% Southland Equity Partners LLC 0.31% FORONJY FINANCIAL LLC 0.12% Ifrah Financial Services, Inc. 3Y 7Y 0.08% First Heartland Consultants, Inc. 3Y 7Y 0.07% Farther Finance Advisors, LLC 3Y 0.06% Focus Financial Network, Inc. 0.06%

FAQ About XY Planning Network, Inc. and IHDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has XY Planning Network, Inc. reported owning IHDG?

XY Planning Network, Inc. reported IHDG across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

What was the largest reported IHDG position in XY Planning Network, Inc.'s portfolio?

The largest reported portfolio weight for IHDG was 0.27% in 2025 Q4.

What is the latest reported IHDG position on this page?

The most recent filing on this page is 2026 Q3, when XY Planning Network, Inc. reported 29,939 shares, equal to 0.17% of portfolio, with an estimated market value of $1.6M.

What does the chart on this IHDG ownership page compare?

The chart compares XY Planning Network, Inc.'s quarterly IHDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did XY Planning Network, Inc. time their IHDG position?

Based on 13F filing dates vs. subsequent IHDG price moves, XY Planning Network, Inc. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on IHDG relative to SPY over the holding period was -10.0%.

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