WisdomTree Mortgage Plus Bond Fund
MTGP
44 hedge funds and large institutions have $55.2M invested in WisdomTree Mortgage Plus Bond Fund in 2026 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 3 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.53% less ownership
Funds ownership: 83.88% → 83.35% (-0.53%)
6% less capital inflows, than outflows
Capital inflows: $5.37M | Capital outflows: $5.72M
4% less funds holding
Funds holding: 46 → 44 (-2)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.86M |
| 2 |
WHCI
W.H. Cornerstone Investments
Kingston,
Massachusetts
|
+$1.08M |
| 3 |
VPW
Vericrest Private Wealth
Newtown,
Pennsylvania
|
+$521K |
| 4 |
NBC Securities
Birmingham,
Alabama
|
+$188K |
| 5 |
IHT Wealth Management
Chicago,
Illinois
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$1.26M |
| 2 |
Atria Investments
Charlotte,
North Carolina
|
-$1.26M |
| 3 |
Jane Street
New York
|
-$1.17M |
| 4 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$579K |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$291K |
MTGP Hedge Fund Activity: Q2 2026 in Review
44 of the 8,358 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q2 2026, worth a combined $55.2M — down 0.71% from $55.6M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MTGP and 1 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 18 added.
The largest buyer was LPL Financial, adding an estimated $2.86M. The largest seller was Mariner, cutting an estimated $1.26M.
- 44 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q2 2026, down from 46 in Q1 2026.
- Funds reported $55.2M of WisdomTree Mortgage Plus Bond Fund stock for Q2 2026, down 0.71% quarter-over-quarter.
- 1 fund opened new WisdomTree Mortgage Plus Bond Fund positions in Q2 2026 and 3 closed out, a net change of -2 holders.
- The largest WisdomTree Mortgage Plus Bond Fund buyer in Q2 2026 was LPL Financial, an estimated $2.86M added.
- The largest WisdomTree Mortgage Plus Bond Fund seller in Q2 2026 was Mariner, an estimated $1.26M sold.
Based on aggregated 13F filings for Q2 2026.