Mariner
MTGP icon

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
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

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mariner's MTGP Position: Q1 2026 in Review

Mariner reduced its WisdomTree Mortgage Plus Bond Fund (MTGP) stake by 1.3% in Q1 2026, selling an estimated $43K and leaving 70,597 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1271.

Mariner first reported a position in MTGP in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.19M in Q4 2025. 45 funds tracked by Wall St. Rank hold MTGP as of Q1 2026.

  • Mariner held 70,597 shares of WisdomTree Mortgage Plus Bond Fund worth $3.12M as of Q1 2026.
  • Mariner sold 965 WisdomTree Mortgage Plus Bond Fund shares in Q1 2026, an estimated $43K.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1271 holding.
  • Mariner first reported a position in WisdomTree Mortgage Plus Bond Fund in Q2 2024 and has held it in 6 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 Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.