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
Q3 		$498K Buy
59,259
+24,263
+69% +$234K ﹤0.01% 870
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
Integras Partners
Integras Partners Alpharetta, Georgia $180M AUM 18.89% 1-Year Est. Return
UMB Bank
UMB Bank Kansas City, Missouri $7.69B AUM 20.41% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
AC
Anson Capital Tyrone, Georgia $153M AUM 11.06% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Advisor OS
Advisor OS Chicago, Illinois $1.52B AUM 15.68% 1-Year Est. Return

Wealthfront Advisers's MORT Position: Q3 2026 in Review

Wealthfront Advisers increased its VanEck Mortgage REIT Income ETF (MORT) stake by 69% in Q3 2026, buying an estimated $234K and bringing the position to 59,259 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Wealthfront Advisers first reported a position in MORT in Q4 2022 and has held it in 16 quarters since. The position peaked at $608K in Q4 2024. 47 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

  • Wealthfront Advisers held 59,259 shares of VanEck Mortgage REIT Income ETF worth $498K as of Q3 2026.
  • Wealthfront Advisers bought 24,263 VanEck Mortgage REIT Income ETF shares in Q3 2026, an estimated $234K.
  • VanEck Mortgage REIT Income ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q3 2026, its #870 holding.
  • Wealthfront Advisers first reported a position in VanEck Mortgage REIT Income ETF in Q4 2022 and has held it in 16 quarters since.
  • Wealthfront Advisers's VanEck Mortgage REIT Income ETF position peaked at $608K in Q4 2024.
  • 47 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Wealthfront Advisers's 13F filing for Q3 2026, filed 9 Nov 2026.