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Wedbush Securities’s VanEck Mortgage REIT Income ETF MORT Stock Holding History

Wedbush Securities’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
Q1 		$1.12M Sell
108,936
-2,454
-2% -$26.2K 0.03% 413
2025
Q4 		$1.17M Buy
111,390
+3,000
+3% +$31.7K 0.03% 399
2025
Q3 		$1.17M Buy
108,390
+1,000
+0.9% +$10.8K 0.04% 387
2025
Q2 		$1.13M Buy
107,390
+5,933
+6% +$60.3K 0.04% 380
2025
Q1 		$1.13M Buy
101,457
+7,888
+8% +$88.4K 0.04% 358
2024
Q4 		$994K Buy
93,569
+3,580
+4% +$40.3K 0.04% 381
2024
Q3 		$1.09M Buy
89,989
+5,500
+7% +$64.1K 0.04% 351
2024
Q2 		$945K Buy
84,489
+4,164
+5% +$46K 0.03% 399
2024
Q1 		$939K Buy
80,325
+20,200
+34% +$229K 0.04% 405
2023
Q4 		$711K Buy
60,125
+8,900
+17% +$97.6K 0.03% 436
2023
Q3 		$582K Buy
51,225
+10,836
+27% +$128K 0.03% 468
2023
Q2 		$485K Buy
40,389
+8,446
+26% +$92.5K 0.02% 555
2023
Q1 		$361K Hold
31,943
– – 0.02% 673
2022
Q4 		$373K Buy
31,943
+600
+2% +$7.21K 0.02% 626
2022
Q3 		$346K Sell
31,343
-5,288
-14% -$76K 0.02% 662
2022
Q2 		$513K Buy
36,631
+20,531
+128% +$313K 0.03% 522
2022
Q1 		$275K Buy
+16,100
New +$276K 0.01% 834

Other funds holding MORT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Wedbush Securities's MORT Position: Q1 2026 in Review

Wedbush Securities reduced its VanEck Mortgage REIT Income ETF (MORT) stake by 2.2% in Q1 2026, selling an estimated $26.2K and leaving 108,936 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #413.

Wedbush Securities first reported a position in MORT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.17M in Q4 2025. 85 funds tracked by Wall St. Rank hold MORT as of Q1 2026.

  • Wedbush Securities held 108,936 shares of VanEck Mortgage REIT Income ETF worth $1.12M as of Q1 2026.
  • Wedbush Securities sold 2,454 VanEck Mortgage REIT Income ETF shares in Q1 2026, an estimated $26.2K.
  • VanEck Mortgage REIT Income ETF made up 0.03% of Wedbush Securities's portfolio in Q1 2026, its #413 holding.
  • Wedbush Securities first reported a position in VanEck Mortgage REIT Income ETF in Q1 2022 and has held it in 17 quarters since.
  • Wedbush Securities's VanEck Mortgage REIT Income ETF position peaked at $1.17M in Q4 2025.
  • 85 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.