Jeff Yass’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Jeff Yass’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	–	Sell	-5,509	Closed	-$244K	–	14133
2026 Q1	$244K	Buy	+5,509	New	+$246K	﹤0.01%	11318
2025 Q3	–	Sell	-11,386	Closed	-$506K	–	13355
2025 Q2	$506K	Buy	11,386 +1,576	+16%	+$68.7K	﹤0.01%	9156
2025 Q1	$430K	Buy	+9,810	New	+$426K	﹤0.01%	9233
2023 Q3	–	Sell	-8,699	Closed	-$377K	–	12606
2023 Q2	$377K	Sell	8,699 -3,818	-31%	-$168K	﹤0.01%	8968
2023 Q1	$552K	Buy	12,517 +259	+2%	+$11.4K	﹤0.01%	8334
2022 Q4	$534K	Buy	12,258 +365	+3%	+$15.8K	﹤0.01%	7690
2022 Q3	$519K	Sell	11,893 -3,915	-25%	-$179K	﹤0.01%	8388
2022 Q2	$725K	Buy	+15,808	New	+$733K	﹤0.01%	7331

Other funds holding MTGP

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

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

OPWM

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jeff Yass's MTGP Position: Q2 2026 in Review

Jeff Yass sold out of WisdomTree Mortgage Plus Bond Fund (MTGP) in Q2 2026, closing a stake of 5,509 shares — an estimated $244K sold.

Jeff Yass first reported a position in MTGP in Q2 2022 and held it in 8 quarters. The position peaked at $725K in Q2 2022. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Jeff Yass reported no remaining WisdomTree Mortgage Plus Bond Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 5,509 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $244K.
Jeff Yass first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2022 and held it in 8 quarters.
Jeff Yass's WisdomTree Mortgage Plus Bond Fund position peaked at $725K in Q2 2022.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.