LPL Financial
MTGP icon

LPL Financial’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

LPL Financial’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 		$10.2M Buy
230,454
+64,756
+39% +$2.86M ﹤0.01% 2135
2026
Q1 		$7.32M Buy
165,698
+35,565
+27% +$1.59M ﹤0.01% 2277
2025
Q4 		$5.8M Buy
130,133
+33,140
+34% +$1.48M ﹤0.01% 2407
2025
Q3 		$4.32M Buy
96,993
+69,598
+254% +$3.08M ﹤0.01% 2605
2025
Q2 		$1.22M Buy
27,395
+9,128
+50% +$398K ﹤0.01% 3573
2025
Q1 		$801K Buy
18,267
+11,469
+169% +$498K ﹤0.01% 3744
2024
Q4 		$294K Sell
6,798
-380
-5% -$16.7K ﹤0.01% 4545
2024
Q3 		$324K Sell
7,178
-5,628
-44% -$250K ﹤0.01% 4365
2024
Q2 		$552K Sell
12,806
-38,880
-75% -$1.67M ﹤0.01% 3795
2024
Q1 		$2.24M Sell
51,686
-5,507
-10% -$239K ﹤0.01% 2449
2023
Q4 		$2.51M Sell
57,193
-580
-1% -$24.4K ﹤0.01% 2222
2023
Q3 		$2.41M Buy
57,773
+6,576
+13% +$281K ﹤0.01% 2149
2023
Q2 		$2.22M Buy
51,197
+5,959
+13% +$262K ﹤0.01% 2150
2023
Q1 		$1.99M Buy
45,238
+39,750
+724% +$1.75M ﹤0.01% 2138
2022
Q4 		$239K Sell
5,488
-675
-11% -$29.3K ﹤0.01% 3846
2022
Q3 		$269K Sell
6,163
-1,723
-22% -$78.7K ﹤0.01% 3696
2022
Q2 		$362K Sell
7,886
-53,491
-87% -$2.48M ﹤0.01% 3467
2022
Q1 		$2.94M Buy
61,377
+5,633
+10% +$277K ﹤0.01% 1774
2021
Q4 		$2.8M Buy
55,744
+51,734
+1,290% +$2.61M ﹤0.01% 1845
2021
Q3 		$203K Buy
+4,010
New +$204K ﹤0.01% 3977

Other funds holding MTGP

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LPL Financial's MTGP Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 39% in Q2 2026, buying an estimated $2.86M and bringing the position to 230,454 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2135.

LPL Financial first reported a position in MTGP in Q3 2021 and has held it in 20 quarters since. 42 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • LPL Financial held 230,454 shares of WisdomTree Mortgage Plus Bond Fund worth $10.2M as of Q2 2026.
  • LPL Financial bought 64,756 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $2.86M.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2135 holding.
  • LPL Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2021 and has held it in 20 quarters since.
  • 42 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.