Mariner’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

Mariner’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	$1.86M	Sell	42,006 -28,591	-40%	-$1.26M	﹤0.01%	1540
2026 Q1	$3.12M	Sell	70,597 -965	-1%	-$43K	﹤0.01%	1271
2025 Q4	$3.19M	Buy	+71,562	New	+$3.2M	﹤0.01%	1231
2025 Q2	–	Sell	-29,244	Closed	-$1.28M	–	3612
2025 Q1	$1.28M	Sell	29,244 -72	-0.2%	-$3.13K	﹤0.01%	1518
2024 Q4	$1.27M	Buy	29,316 +2,897	+11%	+$127K	﹤0.01%	1493
2024 Q3	$1.19M	Buy	26,419 +8,786	+50%	+$391K	﹤0.01%	1477
2024 Q2	$761K	Buy	+17,633	New	+$756K	﹤0.01%	1709

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Mariner's MTGP Position: Q2 2026 in Review

Mariner reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 40% in Q2 2026, selling an estimated $1.26M and leaving 42,006 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Mariner first reported a position in MTGP in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q4 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

Mariner held 42,006 shares of WisdomTree Mortgage Plus Bond Fund worth $1.86M as of Q2 2026.
Mariner sold 28,591 WisdomTree Mortgage Plus Bond Fund shares in Q2 2026, an estimated $1.26M.
WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1540 holding.
Mariner first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2024 and has held it in 7 quarters since.
Mariner's WisdomTree Mortgage Plus Bond Fund position peaked at $3.19M in Q4 2025.
45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.