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EJMK Ventures’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

EJMK Ventures’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 		$399K Sell
9,027
-2,965
-25% -$131K 0.18% 97
2026
Q1 		$530K Sell
11,992
-20,719
-63% -$924K 0.3% 66
2025
Q4 		$1.46M Buy
+32,711
New +$1.46M 0.9% 23

Other funds holding MTGP

LPL Financial
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
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
NS
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $137M AUM
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

EJMK Ventures's MTGP Position: Q2 2026 in Review

EJMK Ventures reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 25% in Q2 2026, selling an estimated $131K and leaving 9,027 shares worth $399K. The position accounts for 0.18% of the portfolio, ranked #97.

EJMK Ventures first reported a position in MTGP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.46M in Q4 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • EJMK Ventures held 9,027 shares of WisdomTree Mortgage Plus Bond Fund worth $399K as of Q2 2026.
  • EJMK Ventures sold 2,965 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $131K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.18% of EJMK Ventures's portfolio in Q2 2026, its #97 holding.
  • EJMK Ventures first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2025 and has held it in 3 quarters since.
  • EJMK Ventures's WisdomTree Mortgage Plus Bond Fund position peaked at $1.46M in Q4 2025.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on EJMK Ventures's 13F filing for Q2 2026, filed 6 Aug 2026.