UBS AM
MTGP icon

UBS AM’s WisdomTree Mortgage Plus Bond Fund MTGP Stock Holding History

UBS AM’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 		$299K Hold
6,771
– – ﹤0.01% 2643
2026
Q1 		$299K Buy
+6,771
New +$302K ﹤0.01% 2663

Other funds holding MTGP

LPL Financial
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

UBS AM's MTGP Position: Q2 2026 in Review

UBS AM held its WisdomTree Mortgage Plus Bond Fund (MTGP) position steady in Q2 2026 at 6,771 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #2643.

UBS AM first reported a position in MTGP in Q1 2026 and has held it in 2 quarters since. The position peaked at $299K in Q1 2026. 45 funds tracked by Wall St. Rank hold MTGP as of Q2 2026.

  • UBS AM held 6,771 shares of WisdomTree Mortgage Plus Bond Fund worth $299K as of Q2 2026.
  • UBS AM left its WisdomTree Mortgage Plus Bond Fund share count unchanged in Q2 2026.
  • WisdomTree Mortgage Plus Bond Fund made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2643 holding.
  • UBS AM first reported a position in WisdomTree Mortgage Plus Bond Fund in Q1 2026 and has held it in 2 quarters since.
  • UBS AM's WisdomTree Mortgage Plus Bond Fund position peaked at $299K in Q1 2026.
  • 45 funds tracked by Wall St. Rank held WisdomTree Mortgage Plus Bond Fund as of Q2 2026.

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