Who owns MTGP?
WisdomTree Mortgage Plus Bond Fund · WisdomTree
45 institutions reported holding MTGP, worth $55.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MTGP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $10.2M | 230,454 | +64,756 shares |
| IHT Wealth Management, LLC | Chicago, IL | $8.3M | 188,851 | +2,964 shares |
| Vericrest Private Wealth | Newtown, PA | $6.6M | 148,948 | +11,801 shares |
| Atria Investments, Inc | Charlotte, NC | $4.2M | 96,208 | −28,527 shares |
| Lanark Financial, Inc. | Birmingham, AL | $3.1M | 69,216 | +4,249 shares |
| Oxinas Partners, LLC | Jeffersonville, IN | $2.3M | 51,000 | +2,272 shares |
| RFG Advisory, LLC | Birmingham, AL | $2.1M | 46,473 | +1,076 shares |
| WealthPoint Financial, LLC | Cramerton, NC | $1.9M | 43,951 | +5,265 shares |
| Mariner, LLC | Overland Park, KS | $1.9M | 42,006 | −28,591 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $1.7M | 38,611 | +459 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MTGP?
45 institutional managers reported holding MTGP in Form 13F filings for June 30, 2026, worth $55.3M in total. The largest reported position was held by LPL Financial LLC, at $10.2M.
Did institutions buy or sell MTGP last quarter?
Reported 13F value rose 0.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MTGP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.