HI
WTIP

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
Q1 		$684K Buy
+18,144
New +$640K 0.01% 908

Other funds holding WTIP

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Harbour Investments's WTIP Position: Q1 2026 in Review

Harbour Investments opened a new position in WisdomTree Inflation Plus Fund (WTIP) in Q1 2026: 18,144 shares worth $684K. The stake represents 0.01% of the portfolio and ranks #908 among its holdings.

6 funds tracked by Wall St. Rank hold WTIP as of Q1 2026.

  • Harbour Investments held 18,144 shares of WisdomTree Inflation Plus Fund worth $684K as of Q1 2026.
  • WisdomTree Inflation Plus Fund was a new Harbour Investments position in Q1 2026.
  • WisdomTree Inflation Plus Fund made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #908 holding.
  • 6 funds tracked by Wall St. Rank held WisdomTree Inflation Plus Fund as of Q1 2026.

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