Armis Advisers’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Armis Advisers’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	$892K	Sell	20,219 -1,848	-8%	-$81.6K	0.08%	183
2026 Q1	$974K	Sell	22,067 -804	-4%	-$35.9K	0.09%	158
2025 Q4	$1.01M	Buy	+22,871	New	+$1.02M	0.11%	138
2025 Q3	–	Sell	-42,076	Closed	-$1.87M	–	446
2025 Q2	$1.87M	Sell	42,076 -8,317	-17%	-$363K	0.15%	119
2025 Q1	$2.21M	Sell	50,393 -5,638	-10%	-$245K	0.21%	97
2024 Q4	$2.42M	Buy	+56,031	New	+$2.46M	0.3%	73

Other funds holding MTGP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

OPWM

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Armis Advisers's MTGP Position: Q2 2026 in Review

Armis Advisers reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 8.4% in Q2 2026, selling an estimated $81.6K and leaving 20,219 shares worth $892K. The position accounts for 0.08% of the portfolio, ranked #183.

Armis Advisers first reported a position in MTGP in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.42M in Q4 2024. 41 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Armis Advisers held 20,219 shares of WisdomTree Mortgage Plus Bond Fund worth $892K as of Q2 2026.
Armis Advisers sold 1,848 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $81.6K.
WisdomTree Mortgage Plus Bond Fund made up 0.08% of Armis Advisers's portfolio in Q2 2026, its #183 holding.
Armis Advisers first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2024 and has held it in 6 quarters since.
Armis Advisers's WisdomTree Mortgage Plus Bond Fund position peaked at $2.42M in Q4 2024.
41 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.