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Integrated Wealth Concepts’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Integrated Wealth Concepts’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 		$88.5K Buy
+2,004
New +$88.5K ﹤0.01% 2910

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

Integrated Wealth Concepts's MTGP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2026: 2,004 shares worth $88.5K. The stake represents ﹤0.01% of the portfolio and ranks #2910 among its holdings.

45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Integrated Wealth Concepts held 2,004 shares of WisdomTree Mortgage Plus Bond Fund worth $88.5K as of Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2910 holding.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.