Who owns WisdomTree Mortgage Plus Bond Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MTGP from SEC Form 13F filings across 46 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 46 institutions disclosed 1.3M shares of WisdomTree Mortgage Plus Bond Fund worth $55.3M — about 82.5% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
46
13F holders
$55.3M
value, 2026 filers
82.5%
of shares outstanding (1.3M sh)
5
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MTGP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 230,454 | $10.2M | 0.0% | 15.1% | +39.1% |
| 2 | IHT Wealth Management, LLC | 188,851 | $8.3M | 0.2% | 12.4% | +1.6% |
| 3 | Vericrest Private Wealth | 148,948 | $6.6M | 5.9% | 9.8% | +8.6% |
| 4 | Atria Investments, Inc | 96,208 | $4.2M | 0.0% | 6.3% | -22.9% |
| 5 | LANARK FINANCIAL, INC. | 69,216 | $3.1M | 0.2% | 4.5% | +6.5% |
| 6 | Oxinas Partners, LLC | 51,000 | $2.3M | 0.9% | 3.3% | +4.7% |
| 7 | RFG Advisory, LLC | 46,473 | $2.1M | 0.0% | 3.1% | +2.4% |
| 8 | WealthPoint Financial, LLC | 43,951 | $1.9M | 1.4% | 2.9% | +13.6% |
| 9 | Mariner, LLC | 42,006 | $1.9M | 0.0% | 2.8% | -40.5% |
| 10 | RAYMOND JAMES FINANCIAL INC | 38,611 | $1.7M | 0.0% | 2.5% | +1.2% |
| 11 | HARBOUR INVESTMENTS, INC. | 32,807 | $1.4M | 0.0% | 2.2% | +3.9% |
| 12 | Concurrent Investment Advisors, LLC | 25,415 | $1.1M | 0.0% | 1.7% | -12.3% |
| 13 | W.H. Cornerstone Investments Inc.NEW | 24,500 | $1.1M | 0.6% | 1.6% | new |
| 14 | Bison Wealth, LLC | 20,219 | $891,535 | 0.1% | 1.3% | -8.4% |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | 19,414 | $857,410 | 0.0% | 1.3% | +9.8% |
| 16 | Private Advisor Group, LLC | 18,073 | $798,183 | 0.0% | 1.2% | -26.7% |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 16,460 | $726,949 | 0.0% | 1.1% | +1.6% |
| 18 | Vestmark Advisory Solutions, Inc. | 15,872 | $700,977 | 0.0% | 1% | 0.0% |
| 19 | Empirical Asset Management, LLC | 15,736 | $694,960 | 0.2% | 1% | +12.1% |
| 20 | JANE STREET GROUP, LLC | 9,974 | $440,496 | 0.0% | 0.7% | -72.6% |
| 21 | EJMK Ventures LLC | 9,027 | $398,672 | 0.2% | 0.6% | -24.7% |
| 22 | Cetera Investment Advisers | 8,973 | $396,295 | 0.0% | 0.6% | -8.1% |
| 23 | PSI Advisors, LLC | 7,181 | $317,145 | 0.1% | 0.5% | -19.1% |
| 24 | Bank of New York Mellon Corp | 6,836 | $301,905 | 0.0% | 0.4% | +14.6% |
| 25 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,771 | $299,034 | 0.0% | 0.4% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.