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WisdomTree Mortgage Plus Bond Fund
MTGP

40 hedge funds and large institutions have $62.9M invested in WisdomTree Mortgage Plus Bond Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

22% more capital invested

Capital invested by funds: $51.5M → $62.9M (+$11.4M)

11.22% more ownership

Funds ownership: 77.1% → 88.32% (+11%)

11% more funds holding

Funds holding: 36 → 40 (+4)

Holders
40
Holders Change
+4
Holders Change %
+11.11%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
19
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mariner
Mariner
Kansas
+$3.2M
2
LPL Financial
LPL Financial
California
+$1.48M
3
AA
Armis Advisers
Georgia
+$1.02M
4
Jane Street
Jane Street
New York
+$927K
5
IWM
IHT Wealth Management
Illinois
+$500K

Top Sellers

1
AI
Atria Investments
North Carolina
-$517K
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$419K
3
OP
ORG Partners
Indiana
-$274K
4
BFA
Beacon Financial Advisory
Ohio
-$98.8K
5
EAM
Empirical Asset Management
Massachusetts
-$52.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1
Invenio Wealth Partners
Florida
$8.37M +$272K +6,070 +3%
IWM
2
IHT Wealth Management
Illinois
$8.21M +$500K +11,165 +6%
LPL Financial
3
LPL Financial
California
$5.8M +$1.48M +33,140 +34%
AI
4
Atria Investments
North Carolina
$5.59M -$517K -11,550 -8%
VPW
5
Vericrest Private Wealth
Pennsylvania
$4.79M +$4.81M +107,522 New
IA
6
Insight Advisors
Pennsylvania
$4.33M +$40.8K +912 +0.9%
Mariner
7
Mariner
Kansas
$3.19M +$3.2M +71,562 New
NS
8
NBC Securities
Alabama
$2.61M +$261K +5,838 +11%
Jane Street
9
Jane Street
New York
$2.28M +$927K +20,706 +68%
OPWM
10
Oxinas Partners Wealth Management
Indiana
$2.07M +$50.8K +1,134 +3%
RA
11
RFG Advisory
Alabama
$1.97M +$34.7K +775 +2%
WF
12
WealthPoint Financial
North Carolina
$1.72M +$1.73M +38,686 New
EV
13
EJMK Ventures
Illinois
$1.46M +$1.46M +32,711 New
Raymond James Financial
14
Raymond James Financial
Florida
$1.41M +$164K +3,660 +13%
CIA
15
Concurrent Investment Advisors
Florida
$1.15M +$8.91K +199 +0.8%
HI
16
Harbour Investments
Wisconsin
$1.14M +$143K +3,193 +14%
AA
17
Armis Advisers
Georgia
$1.01M +$1.02M +22,871 New
PAG
18
Private Advisor Group
New Jersey
$757K +$72.9K +1,629 +11%
VAS
19
Vestmark Advisory Solutions
Massachusetts
$646K +$3.36K +75 +0.5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$643K -$21.2K -474 -3%
EAM
21
Empirical Asset Management
Massachusetts
$427K -$52.6K -1,176 -11%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$407K -$419K -9,353 -51%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$349K +$49.6K +1,108 +16%
RFG
24
REAP Financial Group
Texas
$316K -$627 -14 -0.2%
GSEP
25
Golden State Equity Partners
California
$292K +$78.8K +1,760 +37%
1
2

MTGP Hedge Fund Activity: Q4 2025 in Review

40 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q4 2025, worth a combined $62.9M — up 22% from $51.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MTGP positions and 2 closed out — a net gain of 5 holders — while 19 added to existing stakes and 10 trimmed.

The largest buyer was Mariner, opening a new position worth an estimated $3.2M. The largest seller was Atria Investments, cutting an estimated $517K.

  • 40 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q4 2025, up from 36 in Q3 2025.
  • Funds reported $62.9M of WisdomTree Mortgage Plus Bond Fund stock for Q4 2025, up 22% quarter-over-quarter.
  • 7 funds opened new WisdomTree Mortgage Plus Bond Fund positions in Q4 2025 and 2 closed out, a net change of +5 holders.
  • The largest WisdomTree Mortgage Plus Bond Fund buyer in Q4 2025 was Mariner, an estimated $3.2M added.
  • The largest WisdomTree Mortgage Plus Bond Fund seller in Q4 2025 was Atria Investments, an estimated $517K sold.

Based on aggregated 13F filings for Q4 2025.