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Vestmark Advisory Solutions’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Vestmark Advisory Solutions’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 		$702K Buy
15,872
+1,367
+9% +$61K 0.01% 969
2025
Q4 		$646K Buy
14,505
+75
+0.5% +$3.36K 0.01% 923
2025
Q3 		$643K Sell
14,430
-5,018
-26% -$222K 0.01% 633
2025
Q2 		$864K Buy
19,448
+11,952
+159% +$521K 0.01% 519
2025
Q1 		$329K Buy
+7,496
New +$326K 0.01% 575

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

Vestmark Advisory Solutions's MTGP Position: Q1 2026 in Review

Vestmark Advisory Solutions increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 9.4% in Q1 2026, buying an estimated $61K and bringing the position to 15,872 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #969.

Vestmark Advisory Solutions first reported a position in MTGP in Q1 2025 and has held it in 5 quarters since. The position peaked at $864K in Q2 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Vestmark Advisory Solutions held 15,872 shares of WisdomTree Mortgage Plus Bond Fund worth $702K as of Q1 2026.
  • Vestmark Advisory Solutions bought 1,367 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $61K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.01% of Vestmark Advisory Solutions's portfolio in Q1 2026, its #969 holding.
  • Vestmark Advisory Solutions first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 5 quarters since.
  • Vestmark Advisory Solutions's WisdomTree Mortgage Plus Bond Fund position peaked at $864K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.