Wedbush Securities
MORT icon

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
Q3 		$955K Hold
113,505
– – 0.02% 494
2026
Q2 		$1.18M Buy
113,505
+4,569
+4% +$46.7K 0.03% 429
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

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fifth Third Securities
Fifth Third Securities Cincinnati, Ohio $1.98B AUM 13.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 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

Wedbush Securities's MORT Position: Q3 2026 in Review

Wedbush Securities held its VanEck Mortgage REIT Income ETF (MORT) position steady in Q3 2026 at 113,505 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #494.

Wedbush Securities first reported a position in MORT in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.18M in Q2 2026. 54 funds tracked by Wall St. Rank hold MORT as of Q3 2026.

  • Wedbush Securities held 113,505 shares of VanEck Mortgage REIT Income ETF worth $955K as of Q3 2026.
  • Wedbush Securities left its VanEck Mortgage REIT Income ETF share count unchanged in Q3 2026.
  • VanEck Mortgage REIT Income ETF made up 0.02% of Wedbush Securities's portfolio in Q3 2026, its #494 holding.
  • Wedbush Securities first reported a position in VanEck Mortgage REIT Income ETF in Q1 2022 and has held it in 19 quarters since.
  • Wedbush Securities's VanEck Mortgage REIT Income ETF position peaked at $1.18M in Q2 2026.
  • 54 funds tracked by Wall St. Rank held VanEck Mortgage REIT Income ETF as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.