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
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

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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

Gateway Wealth Partners's MTGP Position: Q1 2026 in Review

Gateway Wealth Partners increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 117% in Q1 2026, buying an estimated $305K and bringing the position to 12,690 shares worth $561K. The position accounts for 0.02% of the portfolio, ranked #541.

Gateway Wealth Partners first reported a position in MTGP in Q3 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Gateway Wealth Partners held 12,690 shares of WisdomTree Mortgage Plus Bond Fund worth $561K as of Q1 2026.
  • Gateway Wealth Partners bought 6,837 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $305K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.02% of Gateway Wealth Partners's portfolio in Q1 2026, its #541 holding.
  • Gateway Wealth Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2025 and has held it in 3 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.