WJ Wealth Management Significantly Reduces Stake in Harbor Long-Term Growers ETF

WJ Wealth Management, LLC disclosed in a recent U.S. Securities and Exchange Commission (SEC) filing that it sold 311,686 shares of the Harbor Long-Term Growers ETF (WINN) during the first quarter of 2026. Based on the quarterly average price, the estimated value of the transaction was $9.24 million. The sale represents a substantial reallocation of the firm's assets. Prior to the trade, the ETF accounted for 4.33% of WJ Wealth Management's reportable assets under management (AUM). Following the liquidation, the position has shrunk to 32,096 shares valued at approximately $889,976, representing just 0.42% of the firm's AUM. This reduction occurs despite the ETF's strong historical growth. Over the past three years, WINN has delivered a total return of 92%, reflecting a compound annual growth rate (CAGR) of 24.2%, which outperformed the S&P 500's 78% return over the same period. As of April 28, 2026, shares were priced at $31.33. The Harbor Long-Term Growers ETF is an actively managed fund with an expense ratio of 0.57%. It focuses on high-conviction, growth-oriented U.S. equities, with a heavy concentration in mega-cap technology. Currently, 'Magnificent Seven' stalwarts, including Nvidia, Amazon, Apple, and Alphabet, comprise 49% of the fund's overall holdings.