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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
UBS AM
26
UBS AM
Illinois
$299K +$302K +6,771 New
RFG
27
REAP Financial Group
Texas
$270K -$44.5K -998 -14%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$264K +$14.4K +323 +6%
IWP
29
Invenio Wealth Partners
Florida
$251K -$8.13M -182,317 -97%
BFA
30
Beacon Financial Advisory
Ohio
$249K -$40.6K -910 -14%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$244K +$246K +5,509 New
SF
32
Summit Financial
New Jersey
$229K +$1.25K +28 +0.5%
JP Morgan Chase
33
JP Morgan Chase
New York
$180K +$3.26K +73 +2%
CF
34
Centaurus Financial
California
$178K +$1.11K +25 +0.6%
CA
35
CoreCap Advisors
Michigan
$121K -$2.68K -60 -2%
EWM
36
Evolution Wealth Management
Florida
$117K -$10.8K -243 -8%
ACA
37
Aptus Capital Advisors
Alabama
$88.6K – – –
UBS Group
38
UBS Group
Switzerland
$24.8K +$25K +561 New
CFD
39
Creative Financial Designs
Indiana
$13.9K – – –
IA
40
IFP Advisors
Florida
$7.38K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$5.35K +$5.4K +121 New
DFA
42
DHJJ Financial Advisors
Illinois
$973 – – –
SAM
43
Smartleaf Asset Management
Massachusetts
$229 – – –
LFG
44
Larson Financial Group
Missouri
$133 +$134 +3 New
Wells Fargo
45
Wells Fargo
California
$27 +$45 +1 New
IA
46
Insight Advisors
Pennsylvania
– -$4.33M -97,196 Closed
TC
47
Town Capital
Maryland
– -$252K -5,665 Closed
Fidelity Investments
48
Fidelity Investments
Massachusetts
– -$45 -1 Closed
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.