Wealthfront Advisers
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Wealthfront Advisers’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Wealthfront Advisers’s Portfolio MORT Stock Details MORT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$363K Sell
34,996
-13,872
-28% -$142K ﹤0.01% 948
2026
Q1 		$501K Buy
48,868
+20,469
+72% +$219K ﹤0.01% 833
2025
Q4 		$298K Sell
28,399
-13,744
-33% -$145K ﹤0.01% 924
2025
Q3 		$454K Buy
42,143
+2,497
+6% +$26.9K ﹤0.01% 832
2025
Q2 		$419K Sell
39,646
-226
-0.6% -$2.3K ﹤0.01% 824
2025
Q1 		$445K Sell
39,872
-17,343
-30% -$194K ﹤0.01% 793
2024
Q4 		$608K Buy
57,215
+11,902
+26% +$134K ﹤0.01% 752
2024
Q3 		$547K Buy
45,313
+3,630
+9% +$42.3K ﹤0.01% 750
2024
Q2 		$466K Buy
41,683
+14,073
+51% +$155K ﹤0.01% 750
2024
Q1 		$323K Buy
27,610
+10,869
+65% +$123K ﹤0.01% 790
2023
Q4 		$198K Buy
16,741
+2,164
+15% +$23.7K ﹤0.01% 843
2023
Q3 		$166K Buy
14,577
+3,186
+28% +$37.6K ﹤0.01% 817
2023
Q2 		$137K Buy
11,391
+1,294
+13% +$14.2K ﹤0.01% 818
2023
Q1 		$114K Buy
10,097
+60
+0.6% +$739 ﹤0.01% 801
2022
Q4 		$117K Buy
+10,037
New +$121K ﹤0.01% 777

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers's MORT Position: Q2 2026 in Review

Wealthfront Advisers reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 28% in Q2 2026, selling an estimated $142K and leaving 34,996 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #948.

Wealthfront Advisers first reported a position in MORT in Q4 2022 and has held it in 15 quarters since. The position peaked at $608K in Q4 2024. 90 funds tracked by Wall St. Rank hold MORT as of Q2 2026.

  • Wealthfront Advisers held 34,996 shares of VanEck Mortgage REIT Income ETF worth $363K as of Q2 2026.
  • Wealthfront Advisers sold 13,872 VanEck Mortgage REIT Income ETF shares in Q2 2026, an estimated $142K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #948 holding.
  • Wealthfront Advisers first reported a position in VanEck Mortgage REIT Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Wealthfront Advisers's VanEck Mortgage REIT Income ETF position peaked at $608K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.