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

REAP Financial 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 		$270K Sell
6,101
-998
-14% -$44.5K 0.05% 104
2025
Q4 		$316K Sell
7,099
-14
-0.2% -$627 0.06% 99
2025
Q3 		$317K Sell
7,113
-3
-0% -$133 0.07% 92
2025
Q2 		$316K Sell
7,116
-349
-5% -$15.2K 0.07% 92
2025
Q1 		$327K Sell
7,465
-629
-8% -$27.3K 0.08% 88
2024
Q4 		$350K Sell
8,094
-764
-9% -$33.6K 0.09% 89
2024
Q3 		$399K Buy
8,858
+2,094
+31% +$93.1K 0.1% 84
2024
Q2 		$292K Sell
6,764
-605
-8% -$25.9K 0.08% 101
2024
Q1 		$320K Sell
7,369
-144
-2% -$6.26K 0.09% 99
2023
Q4 		$330K Buy
+7,513
New +$316K 0.1% 101

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

REAP Financial Group's MTGP Position: Q1 2026 in Review

REAP Financial Group reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 14% in Q1 2026, selling an estimated $44.5K and leaving 6,101 shares worth $270K. The position accounts for 0.05% of the portfolio, ranked #104.

REAP Financial Group first reported a position in MTGP in Q4 2023 and has held it in 10 quarters since. The position peaked at $399K in Q3 2024. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • REAP Financial Group held 6,101 shares of WisdomTree Mortgage Plus Bond Fund worth $270K as of Q1 2026.
  • REAP Financial Group sold 998 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $44.5K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.05% of REAP Financial Group's portfolio in Q1 2026, its #104 holding.
  • REAP Financial Group first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 10 quarters since.
  • REAP Financial Group's WisdomTree Mortgage Plus Bond Fund position peaked at $399K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.