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PSI Advisors’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

PSI Advisors’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 		$392K Buy
+8,872
New +$396K 0.09% 104
2025
Q2 		– Sell
-1,858
Closed -$81.4K – 463
2025
Q1 		$81.4K Buy
+1,858
New +$80.7K 0.03% 183

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VPW
Vericrest Private Wealth Newtown, Pennsylvania $111M AUM
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
NS
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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WF
WealthPoint Financial Cramerton, North Carolina $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PSI Advisors's MTGP Position: Q1 2026 in Review

PSI Advisors opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026: 8,872 shares worth $392K. The stake represents 0.09% of the portfolio and ranks #104 among its holdings. This is a return to the name: PSI Advisors previously reported a position in MTGP as recently as Q1 2025.

PSI Advisors first reported a position in MTGP in Q1 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • PSI Advisors held 8,872 shares of WisdomTree Mortgage Plus Bond Fund worth $392K as of Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund was a new PSI Advisors position in Q1 2026.
  • WisdomTree Mortgage Plus Bond Fund made up 0.09% of PSI Advisors's portfolio in Q1 2026, its #104 holding.
  • PSI Advisors first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 2 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on PSI Advisors's 13F filing for Q1 2026, filed 15 May 2026.