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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
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

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
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Vericrest Private Wealth's MTGP Position: Q2 2026 in Review

Vericrest Private Wealth increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 8.6% in Q2 2026, buying an estimated $521K and bringing the position to 148,948 shares worth $6.58M. The position accounts for 5.85% of the portfolio, ranked #5.

Vericrest Private Wealth first reported a position in MTGP in Q4 2025 and has held it in 3 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Vericrest Private Wealth held 148,948 shares of WisdomTree Mortgage Plus Bond Fund worth $6.58M as of Q2 2026.
  • Vericrest Private Wealth bought 11,801 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $521K.
  • WisdomTree Mortgage Plus Bond Fund made up 5.85% of Vericrest Private Wealth's portfolio in Q2 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 3 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Vericrest Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.