WisdomTree Mortgage Plus Bond Fund
MTGP
46 hedge funds and large institutions have $55.6M invested in WisdomTree Mortgage Plus Bond Fund in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
12% more funds holding
Funds holding: 41 → 46 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.77% less ownership
Funds ownership: 88.65% → 83.88% (-4.8%)
12% less capital invested
Capital invested by funds: $63.2M → $55.6M (-$7.55M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.59M |
| 2 |
VPW
Vericrest Private Wealth
Newtown,
Pennsylvania
|
+$1.32M |
| 3 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$789K |
| 4 |
PA
PSI Advisors
Tampa,
Florida
|
+$396K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$342K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWP
Invenio Wealth Partners
Coral Gables,
Florida
|
-$8.13M |
| 2 |
IA
Insight Advisors
Newtown,
Pennsylvania
|
-$4.33M |
| 3 |
EV
EJMK Ventures
Itasca,
Illinois
|
-$924K |
| 4 |
Jane Street
New York
|
-$656K |
| 5 |
TC
Town Capital
Bel Air,
Maryland
|
-$252K |
MTGP Hedge Fund Activity: Q1 2026 in Review
46 of the 8,191 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Mortgage Plus Bond Fund (MTGP) for Q1 2026, worth a combined $55.6M — down 12% from $63.2M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MTGP positions and 3 closed out — a net gain of 5 holders — while 22 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.
- 46 institutional investors held WisdomTree Mortgage Plus Bond Fund (MTGP) as of Q1 2026, up from 41 in Q4 2025.
- Funds reported $55.6M 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.