HI
MTGP icon

Harbour Investments’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Harbour Investments’s Portfolio MTGP Stock Details MTGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
32,807
+1,227
+4% +$54.2K 0.02% 660
2026
Q1 		$1.4M Buy
31,580
+6,045
+24% +$270K 0.02% 638
2025
Q4 		$1.14M Buy
25,535
+3,193
+14% +$143K 0.02% 563
2025
Q3 		$995K Buy
22,342
+4,762
+27% +$210K 0.02% 566
2025
Q2 		$781K Buy
17,580
+1,738
+11% +$75.8K 0.02% 612
2025
Q1 		$694K Buy
15,842
+2,079
+15% +$90.3K 0.02% 608
2024
Q4 		$595K Buy
13,763
+94
+0.7% +$4.13K 0.02% 647
2024
Q3 		$616K Buy
13,669
+3,518
+35% +$156K 0.02% 592
2024
Q2 		$438K Buy
10,151
+1,907
+23% +$81.8K 0.01% 652
2024
Q1 		$358K Buy
8,244
+5,035
+157% +$219K 0.01% 713
2023
Q4 		$141K Buy
+3,209
New +$135K 0.01% 998

Other funds holding MTGP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Harbour Investments's MTGP Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 3.9% in Q2 2026, buying an estimated $54.2K and bringing the position to 32,807 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #660.

Harbour Investments first reported a position in MTGP in Q4 2023 and has held it in 11 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Harbour Investments held 32,807 shares of WisdomTree Mortgage Plus Bond Fund worth $1.45M as of Q2 2026.
  • Harbour Investments bought 1,227 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $54.2K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #660 holding.
  • Harbour Investments first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 11 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.