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Vericrest Private Wealth’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Vericrest Private Wealth’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 		$6.06M Buy
137,147
+29,625
+28% +$1.32M 5.44% 5
2025
Q4 		$4.79M Buy
+107,522
New +$4.81M 4.26% 7

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Vericrest Private Wealth's MTGP Position: Q1 2026 in Review

Vericrest Private Wealth increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 28% in Q1 2026, buying an estimated $1.32M and bringing the position to 137,147 shares worth $6.06M. The position accounts for 5.44% of the portfolio, ranked #5.

Vericrest Private Wealth first reported a position in MTGP in Q4 2025 and has held it in 2 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Vericrest Private Wealth held 137,147 shares of WisdomTree Mortgage Plus Bond Fund worth $6.06M as of Q1 2026.
  • Vericrest Private Wealth bought 29,625 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $1.32M.
  • WisdomTree Mortgage Plus Bond Fund made up 5.44% of Vericrest Private Wealth's portfolio in Q1 2026, its #5 holding.
  • Vericrest Private Wealth first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 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 Vericrest Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.