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Kestra Private Wealth Services’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Kestra Private Wealth Services’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 		$857K Buy
19,414
+1,733
+10% +$76.6K 0.01% 987
2026
Q1 		$782K Buy
+17,681
New +$789K 0.01% 967

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

Kestra Private Wealth Services's MTGP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 9.8% in Q2 2026, buying an estimated $76.6K and bringing the position to 19,414 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #987.

Kestra Private Wealth Services first reported a position in MTGP in Q1 2026 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Kestra Private Wealth Services held 19,414 shares of WisdomTree Mortgage Plus Bond Fund worth $857K as of Q2 2026.
  • Kestra Private Wealth Services bought 1,733 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $76.6K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #987 holding.
  • Kestra Private Wealth Services first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.