Kestra Private Wealth Services
MTGP icon

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
Q3 		$862K Buy
20,555
+1,141
+6% +$49.6K 0.01% 964
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 $468B AUM 17.69% 1-Year Est. Return
Vericrest Private Wealth
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
W.H. Cornerstone Investments
W.H. Cornerstone Investments Kingston, Massachusetts $181M AUM 12.35% 1-Year Est. Return
NBC Securities
NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
WealthPoint Financial
WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Private Wealth Services's MTGP Position: Q3 2026 in Review

Kestra Private Wealth Services increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 5.9% in Q3 2026, buying an estimated $49.6K and bringing the position to 20,555 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #964.

Kestra Private Wealth Services first reported a position in MTGP in Q1 2026 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

  • Kestra Private Wealth Services held 20,555 shares of WisdomTree Mortgage Plus Bond Fund worth $862K as of Q3 2026.
  • Kestra Private Wealth Services bought 1,141 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $49.6K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #964 holding.
  • Kestra Private Wealth Services first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2026 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.