Aptus Capital Advisors
MTGP icon

Aptus Capital Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Aptus Capital Advisors’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 		$88.5K Hold
2,004
– – ﹤0.01% 1278
2026
Q1 		$88.6K Hold
2,004
– – ﹤0.01% 1180
2025
Q4 		$89.3K Buy
+2,004
New +$89.7K ﹤0.01% 1201
2024
Q4 		– Sell
-162
Closed -$7.3K – 1443
2024
Q3 		$7.3K Buy
+162
New +$7.2K ﹤0.01% 1117

Other funds holding MTGP

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
Oxinas Partners Wealth Management
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return
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

Aptus Capital Advisors's MTGP Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 2,004 shares worth $88.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Aptus Capital Advisors first reported a position in MTGP in Q3 2024 and has held it in 4 quarters since. The position peaked at $89.3K in Q4 2025. 44 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Aptus Capital Advisors held 2,004 shares of WisdomTree Mortgage Plus Bond Fund worth $88.5K as of Q2 2026.
  • Aptus Capital Advisors left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1278 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and has held it in 4 quarters since.
  • Aptus Capital Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $89.3K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.