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Town Capital’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Town Capital’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 		– Sell
-5,665
Closed -$252K – 84
2025
Q4 		$252K Buy
+5,665
New +$254K 0.21% 75

Other funds holding MTGP

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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 $1.48B 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 $119M AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Town Capital's MTGP Position: Q1 2026 in Review

Town Capital sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q1 2026, closing a stake of 5,665 shares — an estimated $252K sold.

Town Capital first reported a position in MTGP in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Town Capital reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q1 2026 after selling out during the quarter.
  • Town Capital sold 5,665 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $252K.
  • Town Capital first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2025 and held it in 1 quarter.
  • Town Capital's WisdomTree Mortgage Plus Bond Fund position peaked at $252K in Q4 2025.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Town Capital's 13F filing for Q1 2026, filed 4 Jun 2026.