Harbour Investments’s WisdomTree Inflation Plus Fund WTIP Stock Holding History

Harbour Investments’s Portfolio WTIP Stock Details WTIP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.8K	Sell	458 -17,686	-97%	-$672K	﹤0.01%	3095
2026 Q1	$684K	Buy	+18,144	New	+$640K	0.01%	908

Other funds holding WTIP

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harbour Investments's WTIP Position: Q2 2026 in Review

Harbour Investments reduced its WisdomTree Inflation Plus Fund (WTIP) stake by 97% in Q2 2026, selling an estimated $672K and leaving 458 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

Harbour Investments first reported a position in WTIP in Q1 2026 and has held it in 2 quarters since. The position peaked at $684K in Q1 2026. 8 funds tracked by Wall St. Rank hold WTIP as of Q2 2026.

Harbour Investments held 458 shares of WisdomTree Inflation Plus Fund worth $15.8K as of Q2 2026.
Harbour Investments sold 17,686 WisdomTree Inflation Plus Fund shares in Q2 2026, an estimated $672K.
WisdomTree Inflation Plus Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3095 holding.
Harbour Investments first reported a position in WisdomTree Inflation Plus Fund in Q1 2026 and has held it in 2 quarters since.
Harbour Investments's WisdomTree Inflation Plus Fund position peaked at $684K in Q1 2026.
8 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q2 2026.

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