Wells Fargo
MTGP icon

Wells Fargo’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Wells Fargo’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 		$26 Hold
1
– – ﹤0.01% 6882
2026
Q1 		$27 Buy
+1
New +$45 ﹤0.01% 6729
2025
Q4 		– Sell
-1
Closed -$45 – 6893
2025
Q3 		$27 Hold
1
– – ﹤0.01% 6628
2025
Q2 		$32 Hold
1
– – ﹤0.01% 6667
2025
Q1 		$26 Hold
1
– – ﹤0.01% 6591
2024
Q4 		$51 Buy
+1
New +$44 ﹤0.01% 6503
2024
Q1 		– Sell
-228
Closed -$10K – 7640
2023
Q4 		$10K Buy
+228
New +$9.6K ﹤0.01% 5835

Other funds holding MTGP

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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
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

Wells Fargo's MTGP Position: Q2 2026 in Review

Wells Fargo held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #6882.

Wells Fargo first reported a position in MTGP in Q4 2023 and has held it in 7 quarters since. The position peaked at $10K in Q4 2023. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • Wells Fargo held 1 share of WisdomTree Mortgage Plus Bond Fund worth $26 as of Q2 2026.
  • Wells Fargo left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6882 holding.
  • Wells Fargo first reported a position in WisdomTree Mortgage Plus Bond Fund in Q4 2023 and has held it in 7 quarters since.
  • Wells Fargo's WisdomTree Mortgage Plus Bond Fund position peaked at $10K in Q4 2023.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.