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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
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 +$7.21K ﹤0.01% 1117

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

Aptus Capital Advisors's MTGP Position: Q1 2026 in Review

Aptus Capital Advisors held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q1 2026 at 2,004 shares worth $88.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1180.

Aptus Capital Advisors first reported a position in MTGP in Q3 2024 and has held it in 3 quarters since. The position peaked at $89.3K in Q4 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Aptus Capital Advisors held 2,004 shares of WisdomTree Mortgage Plus Bond Fund worth $88.6K as of Q1 2026.
  • Aptus Capital Advisors left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1180 holding.
  • Aptus Capital Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2024 and has held it in 3 quarters since.
  • Aptus Capital Advisors's WisdomTree Mortgage Plus Bond Fund position peaked at $89.3K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.