GWP
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Gateway Wealth Partners’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Gateway Wealth Partners’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 		$286K Sell
6,481
-6,209
-49% -$274K 0.02% 636
2026
Q1 		$561K Buy
12,690
+6,837
+117% +$305K 0.02% 541
2025
Q4 		$261K Buy
5,853
+607
+12% +$27.2K 0.03% 396
2025
Q3 		$234K Buy
+5,246
New +$232K 0.03% 372

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

Gateway Wealth Partners's MTGP Position: Q2 2026 in Review

Gateway Wealth Partners reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 49% in Q2 2026, selling an estimated $274K and leaving 6,481 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #636.

Gateway Wealth Partners first reported a position in MTGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $561K in Q1 2026. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Gateway Wealth Partners held 6,481 shares of WisdomTree Mortgage Plus Bond Fund worth $286K as of Q2 2026.
  • Gateway Wealth Partners sold 6,209 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $274K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q2 2026, its #636 holding.
  • Gateway Wealth Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's WisdomTree Mortgage Plus Bond Fund position peaked at $561K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.