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Golden State Equity Partners’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Golden State Equity 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 		$579K Buy
13,104
+6,550
+100% +$292K 0.04% 413
2025
Q4 		$292K Buy
6,554
+1,760
+37% +$78.8K 0.05% 397
2025
Q3 		$214K Hold
4,794
– – 0.04% 418
2025
Q2 		$213K Buy
4,794
+130
+3% +$5.67K 0.04% 402
2025
Q1 		$204K Buy
+4,664
New +$203K 0.04% 409

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

Golden State Equity Partners's MTGP Position: Q1 2026 in Review

Golden State Equity Partners increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 100% in Q1 2026, buying an estimated $292K and bringing the position to 13,104 shares worth $579K. The position accounts for 0.04% of the portfolio, ranked #413.

Golden State Equity Partners first reported a position in MTGP in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Golden State Equity Partners held 13,104 shares of WisdomTree Mortgage Plus Bond Fund worth $579K as of Q1 2026.
  • Golden State Equity Partners bought 6,550 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $292K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #413 holding.
  • Golden State Equity Partners first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.