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Empirical Asset Management’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Empirical Asset Management’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 		$621K Buy
14,041
+4,447
+46% +$198K 0.16% 177
2025
Q4 		$427K Sell
9,594
-1,176
-11% -$52.6K 0.12% 225
2025
Q3 		$480K Buy
10,770
+1,168
+12% +$51.6K 0.13% 233
2025
Q2 		$426K Buy
9,602
+2,286
+31% +$99.7K 0.13% 220
2025
Q1 		$321K Buy
+7,316
New +$318K 0.11% 245

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

Empirical Asset Management's MTGP Position: Q1 2026 in Review

Empirical Asset Management increased its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 46% in Q1 2026, buying an estimated $198K and bringing the position to 14,041 shares worth $621K. The position accounts for 0.16% of the portfolio, ranked #177.

Empirical Asset Management first reported a position in MTGP in Q1 2025 and has held it in 5 quarters since. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Empirical Asset Management held 14,041 shares of WisdomTree Mortgage Plus Bond Fund worth $621K as of Q1 2026.
  • Empirical Asset Management bought 4,447 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $198K.
  • WisdomTree Mortgage Plus Bond Fund made up 0.16% of Empirical Asset Management's portfolio in Q1 2026, its #177 holding.
  • Empirical Asset Management first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2025 and has held it in 5 quarters since.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.