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Evolution Wealth Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Evolution Wealth Management’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 		$117K Hold
2,652
– – 0.07% 183
2026
Q1 		$117K Sell
2,652
-243
-8% -$10.8K 0.09% 158
2025
Q4 		$129K Sell
2,895
-658
-19% -$29.4K 0.11% 144
2025
Q3 		$158K Sell
3,553
-330
-8% -$14.6K 0.16% 110
2025
Q2 		$172K Buy
+3,883
New +$169K 0.21% 83

Other funds holding MTGP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IHT Wealth Management
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NBC Securities
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
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

Evolution Wealth Management's MTGP Position: Q2 2026 in Review

Evolution Wealth Management held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 2,652 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #183.

Evolution Wealth Management first reported a position in MTGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $172K in Q2 2025. 44 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Evolution Wealth Management held 2,652 shares of WisdomTree Mortgage Plus Bond Fund worth $117K as of Q2 2026.
  • Evolution Wealth Management left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up 0.07% of Evolution Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $172K in Q2 2025.
  • 44 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.