Vericrest Private Wealth
MTGP icon

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
Q3 		$6.4M Buy
152,533
+3,585
+2% +$156K 5.7% 5
2026
Q2 		$6.58M Buy
148,948
+11,801
+9% +$521K 5.85% 5
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

Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
EV
EJMK Ventures Itasca, Illinois $237M AUM 22.43% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

Vericrest Private Wealth's MTGP Position: Q3 2026 in Review

Vericrest Private Wealth increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 2.4% in Q3 2026, buying an estimated $156K and bringing the position to 152,533 shares worth $6.4M. The position accounts for 5.7% of the portfolio, ranked #5.

Vericrest Private Wealth first reported a position in MTGP in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.58M in Q2 2026. 10 funds tracked by Wall St. Rank hold MTGP as of Q3 2026.

  • Vericrest Private Wealth held 152,533 shares of WisdomTree Mortgage Plus Bond Fund worth $6.4M as of Q3 2026.
  • Vericrest Private Wealth bought 3,585 WisdomTree Mortgage Plus Bond Fund shares in Q3 2026, an estimated $156K.
  • WisdomTree Mortgage Plus Bond Fund made up 5.7% of Vericrest Private Wealth's portfolio in Q3 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 4 quarters since.
  • Vericrest Private Wealth's WisdomTree Mortgage Plus Bond Fund position peaked at $6.58M in Q2 2026.
  • 10 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q3 2026.

Based on Vericrest Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.