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WisdomTree Mortgage Plus Bond Fund
MTGP

45 hedge funds and large institutions have $55.4M invested in WisdomTree Mortgage Plus Bond Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

13% more funds holding

Funds holding: 40 → 45 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4.82% less ownership

Funds ownership: 88.32% → 83.51% (-4.8%)

12% less capital invested

Capital invested by funds: $62.9M → $55.4M (-$7.57M)

Holders
45
Holders Change
+5
Holders Change %
+12.5%
% of All Funds
0.55%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
21
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$1.59M
2
VPW
Vericrest Private Wealth
Pennsylvania
+$1.32M
3
KPWS
Kestra Private Wealth Services
Texas
+$789K
4
PA
PSI Advisors
Florida
+$396K
5
PAG
Private Advisor Group
New Jersey
+$342K

Top Sellers

1
IWP
Invenio Wealth Partners
Florida
-$8.13M
2
IA
Insight Advisors
Pennsylvania
-$4.33M
3
EV
EJMK Ventures
Illinois
-$924K
4
Jane Street
Jane Street
New York
-$656K
5
TC
Town Capital
Maryland
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1
IHT Wealth Management
Illinois
$8.22M +$71.1K +1,594 +0.9%
LPL Financial
2
LPL Financial
California
$7.32M +$1.59M +35,565 +27%
VPW
3
Vericrest Private Wealth
Pennsylvania
$6.06M +$1.32M +29,625 +28%
AI
4
Atria Investments
North Carolina
$5.51M -$37.2K -835 -0.7%
Mariner
5
Mariner
Kansas
$3.12M -$43K -965 -1%
NS
6
NBC Securities
Alabama
$2.87M +$285K +6,398 +11%
OPWM
7
Oxinas Partners Wealth Management
Indiana
$2.15M +$103K +2,301 +5%
RA
8
RFG Advisory
Alabama
$2.01M +$56.3K +1,263 +3%
WF
9
WealthPoint Financial
North Carolina
$1.86M +$151K +3,384 +9%
Raymond James Financial
10
Raymond James Financial
Florida
$1.69M +$288K +6,455 +20%
Jane Street
11
Jane Street
New York
$1.61M -$656K -14,719 -29%
HI
12
Harbour Investments
Wisconsin
$1.4M +$270K +6,045 +24%
CIA
13
Concurrent Investment Advisors
Florida
$1.28M +$137K +3,074 +12%
PAG
14
Private Advisor Group
New Jersey
$1.09M +$342K +7,662 +45%
AA
15
Armis Advisers
Georgia
$974K -$35.9K -804 -4%
KPWS
16
Kestra Private Wealth Services
Texas
$782K +$789K +17,681 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$716K +$79K +1,771 +12%
VAS
18
Vestmark Advisory Solutions
Massachusetts
$702K +$61K +1,367 +9%
EAM
19
Empirical Asset Management
Massachusetts
$621K +$198K +4,447 +46%
GSEP
20
Golden State Equity Partners
California
$579K +$292K +6,550 +100%
GWP
21
Gateway Wealth Partners
Wisconsin
$561K +$305K +6,837 +117%
EV
22
EJMK Ventures
Illinois
$530K -$924K -20,719 -63%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$432K +$28.5K +638 +7%
PA
24
PSI Advisors
Florida
$392K +$396K +8,872 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$343K -$3.88K -87 -1%
1
2

MTGP Hedge Fund Activity: Q1 2026 in Review

45 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2026, worth a combined $55.4M — down 12% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MTGP positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Invenio Wealth Partners, cutting an estimated $8.13M.

  • 45 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2026, up from 40 in Q4 2025.
  • Funds reported $55.4M of WisdomTree Mortgage Plus Bond Fund stock for Q1 2026, down 12% quarter-over-quarter.
  • 8 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q1 2026 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q1 2026 was LPL Financial, an estimated $1.59M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q1 2026 was Invenio Wealth Partners, an estimated $8.13M sold.

Based on aggregated 13F filings for Q1 2026.