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

Summit 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 		$229K Hold
5,177
– – ﹤0.01% 1463
2026
Q1 		$229K Buy
5,177
+28
+0.5% +$1.25K ﹤0.01% 1301
2025
Q4 		$229K Sell
5,149
-292
-5% -$13.1K ﹤0.01% 1186
2025
Q3 		$242K Buy
+5,441
New +$240K ﹤0.01% 1138

Other funds holding MTGP

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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

Summit Financial's MTGP Position: Q2 2026 in Review

Summit Financial held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 5,177 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Summit Financial first reported a position in MTGP in Q3 2025 and has held it in 4 quarters since. The position peaked at $242K in Q3 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Summit Financial held 5,177 shares of WisdomTree Mortgage Plus Bond Fund worth $229K as of Q2 2026.
  • Summit Financial left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1463 holding.
  • Summit Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's WisdomTree Mortgage Plus Bond Fund position peaked at $242K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.