Nuveen’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Nuveen’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	$2.65K	Buy	+63	New	+$2.74K	﹤0.01%	4805

Other funds holding MTGP

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM 11.37% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

W.H. Cornerstone Investments Kingston, Massachusetts $181M AUM 12.35% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $140M AUM 13.02% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Nuveen's MTGP Position: Q3 2026 in Review

Nuveen opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q3 2026: 63 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #4805 among its holdings.

25 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

Nuveen held 63 shares of WisdomTree Mortgage Plus Bond Fund worth $2.65K as of Q3 2026.
WisdomTree Mortgage Plus Bond Fund was a new Nuveen position in Q3 2026.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Nuveen's portfolio in Q3 2026, its #4805 holding.
25 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on Nuveen's 13F filing for Q3 2026, filed 10 Nov 2026.