W.H. Cornerstone Investments’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

W.H. Cornerstone Investments’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	$1.08M	Buy	+24,500	New	+$1.08M	0.61%	38

Other funds holding MTGP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vericrest Private Wealth Newtown, Pennsylvania $112M AUM

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WealthPoint Financial Cramerton, North Carolina $137M AUM

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

W.H. Cornerstone Investments's MTGP Position: Q2 2026 in Review

W.H. Cornerstone Investments opened a new position in WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2026: 24,500 shares worth $1.08M. The stake represents 0.61% of the portfolio and ranks #38 among its holdings.

28 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

W.H. Cornerstone Investments held 24,500 shares of WisdomTree Mortgage Plus Bond Fund worth $1.08M as of Q2 2026.
WisdomTree Mortgage Plus Bond Fund was a new W.H. Cornerstone Investments position in Q2 2026.
WisdomTree Mortgage Plus Bond Fund made up 0.61% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #38 holding.
28 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.