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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
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

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

Summit Financial's MTGP Position: Q1 2026 in Review

Summit Financial increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 0.54% in Q1 2026, buying an estimated $1.25K and bringing the position to 5,177 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Summit Financial first reported a position in MTGP in Q3 2025 and has held it in 3 quarters since. The position peaked at $242K in Q3 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Summit Financial held 5,177 shares of WisdomTree Mortgage Plus Bond Fund worth $229K as of Q1 2026.
  • Summit Financial bought 28 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $1.25K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1301 holding.
  • Summit Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.