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 Q1	$782K	Buy	+17,681	New	+$789K	0.01%	967

Other funds holding MTGP

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VPW

Vericrest Private Wealth Newtown, Pennsylvania $111M AUM

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $119M AUM

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Private Wealth Services's MTGP Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026: 17,681 shares worth $782K. The stake represents 0.01% of the portfolio and ranks #967 among its holdings.

45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

Kestra Private Wealth Services held 17,681 shares of WisdomTree Mortgage Plus Bond Fund worth $782K as of Q1 2026.
WisdomTree Mortgage Plus Bond Fund was a new Kestra Private Wealth Services position in Q1 2026.
WisdomTree Mortgage Plus Bond Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #967 holding.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.