EWM
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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
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

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

Evolution Wealth Management's MTGP Position: Q1 2026 in Review

Evolution Wealth Management reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 8.4% in Q1 2026, selling an estimated $10.8K and leaving 2,652 shares worth $117K. The position accounts for 0.09% of the portfolio, ranked #158.

Evolution Wealth Management first reported a position in MTGP in Q2 2025 and has held it in 4 quarters since. The position peaked at $172K in Q2 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Evolution Wealth Management held 2,652 shares of WisdomTree Mortgage Plus Bond Fund worth $117K as of Q1 2026.
  • Evolution Wealth Management sold 243 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $10.8K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.09% of Evolution Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's WisdomTree Mortgage Plus Bond Fund position peaked at $172K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.