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

WealthPoint 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
2026
Q2 		$1.94M Buy
43,951
+1,881
+4% +$83.1K 1.42% 19
2026
Q1 		$1.86M Buy
42,070
+3,384
+9% +$151K 1.56% 21
2025
Q4 		$1.72M Buy
+38,686
New +$1.73M 1.5% 22

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
VPW
Vericrest Private Wealth Newtown, Pennsylvania $112M AUM
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
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

WealthPoint Financial's MTGP Position: Q2 2026 in Review

WealthPoint Financial increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 4.5% in Q2 2026, buying an estimated $83.1K and bringing the position to 43,951 shares worth $1.94M. The position accounts for 1.42% of the portfolio, ranked #19.

WealthPoint Financial 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.

  • WealthPoint Financial held 43,951 shares of WisdomTree Mortgage Plus Bond Fund worth $1.94M as of Q2 2026.
  • WealthPoint Financial bought 1,881 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $83.1K.
  • WisdomTree Mortgage Plus Bond Fund made up 1.42% of WealthPoint Financial's portfolio in Q2 2026, its #19 holding.
  • WealthPoint Financial 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 WealthPoint Financial's 13F filing for Q2 2026, filed 6 Aug 2026.