HAP
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Harbor Asset Planning’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Harbor Asset Planning’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.9K Buy
503
+2
+0.4% +$182 0.04% 215
2025
Q4 		$44.1K Buy
501
+3
+0.6% +$262 0.04% 205
2025
Q3 		$43.3K Buy
498
+3
+0.6% +$254 0.04% 199
2025
Q2 		$40.7K Buy
+495
New +$38.7K 0.04% 196

Other funds holding DLN

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Harbor Asset Planning's DLN Position: Q1 2026 in Review

Harbor Asset Planning increased its WisdomTree US LargeCap Dividend Fund (DLN) stake by 0.4% in Q1 2026, buying an estimated $182 and bringing the position to 503 shares worth $44.9K. The position accounts for 0.04% of the portfolio, ranked #215.

Harbor Asset Planning first reported a position in DLN in Q2 2025 and has held it in 4 quarters since. 465 funds tracked by Wall St. Rank hold DLN as of Q1 2026.

  • Harbor Asset Planning held 503 shares of WisdomTree US LargeCap Dividend Fund worth $44.9K as of Q1 2026.
  • Harbor Asset Planning bought 2 WisdomTree US LargeCap Dividend Fund shares in Q1 2026, an estimated $182.
  • WisdomTree US LargeCap Dividend Fund made up 0.04% of Harbor Asset Planning's portfolio in Q1 2026, its #215 holding.
  • Harbor Asset Planning first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • 465 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.