PNC Financial Services Group’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

PNC Financial Services Group’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	$5.35K	Buy	+121	New	+$5.4K	﹤0.01%	4238

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

PNC Financial Services Group's MTGP Position: Q1 2026 in Review

PNC Financial Services Group opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026: 121 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #4238 among its holdings.

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

PNC Financial Services Group held 121 shares of WisdomTree Mortgage Plus Bond Fund worth $5.35K as of Q1 2026.
WisdomTree Mortgage Plus Bond Fund was a new PNC Financial Services Group position in Q1 2026.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of PNC Financial Services Group's portfolio in Q1 2026, its #4238 holding.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on PNC Financial Services Group's 13F filing for Q1 2026, filed 8 May 2026.