WF
MTGP icon

Wayfinding Financial’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Wayfinding Financial’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
2025
Q2 		– Sell
-2,051
Closed -$89K – 515
2025
Q1 		$89K Buy
+2,051
New +$89.1K 0.04% 244

Other funds holding MTGP

IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
IWP
Invenio Wealth Partners Coral Gables, Florida $252M AUM 14.6% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DFP
Defined Financial Planning San Rafael, California $121M AUM 15.73% 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
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wayfinding Financial's MTGP Position: Q2 2025 in Review

Wayfinding Financial sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2025, closing a stake of 2,051 shares — an estimated $89K sold.

Wayfinding Financial first reported a position in MTGP in Q1 2025 and held it in 1 quarter. The position peaked at $89K in Q1 2025. 37 funds tracked by Wall St. Rank hold MTGP as of Q2 2025.

  • Wayfinding Financial reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 2,051 WisdomTree Mortgage Plus Bond Fund shares in Q2 2025, an estimated $89K.
  • Wayfinding Financial first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's WisdomTree Mortgage Plus Bond Fund position peaked at $89K in Q1 2025.
  • 37 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.