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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
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

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 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 $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Harbour Investments's MTGP Position: Q1 2026 in Review

Harbour Investments increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 24% in Q1 2026, buying an estimated $270K and bringing the position to 31,580 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #638.

Harbour Investments first reported a position in MTGP in Q4 2023 and has held it in 10 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Harbour Investments held 31,580 shares of WisdomTree Mortgage Plus Bond Fund worth $1.4M as of Q1 2026.
  • Harbour Investments bought 6,045 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $270K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.02% of Harbour Investments's portfolio in Q1 2026, its #638 holding.
  • Harbour Investments first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 10 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.