MTGP Institutional Ownership & Shareholders
WISDOMTREE MTGE PLUS BOND (MTGP) is currently held by 43 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $55.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MTGP tracked by InsiderSet, reporting ownership valued at approximately $10.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $9.87M, representing an estimated loss of -3.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed MTGP value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Iht Wealth Management, Llc, Vericrest Private Wealth, and several other long-term asset managers with concentrated positions in WISDOMTREE MTGE PLUS BOND (MTGP).
This page ranks the largest institutional MTGP shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
43
Total Reported Value
$55.10M
Largest Holder
Lpl Financial Llc
Largest Position
$10.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 230,454 | $10,177,854 | $9,871,981 | -$305,873 | -3.01% | |
| Iht Wealth Management, Llc | 0.18% | 188,851 | $8,340,500 | $8,089,829 | -$250,671 | -3.01% | |
| Vericrest Private Wealth | 5.70% | 152,533 | $6,400,272 | $6,534,071 | +$133,799 | +2.09% | |
| Atria Investments, Inc | 0.04% | 95,151 | $3,992,539 | $4,075,993 | +$83,454 | +2.09% | |
| Nbc Securities, Inc. | 0.18% | 64,115 | $2,690,264 | $2,746,501 | +$56,237 | +2.09% | |
| Oxinas Partners, Llc | 0.89% | 51,000 | $2,252,389 | $2,184,692 | -$67,697 | -3.01% | |
| Rfg Advisory, Llc | 0.03% | 46,473 | $2,052,434 | $1,990,769 | -$61,665 | -3.00% | |
| Wealthpoint Financial, Llc | 1.42% | 43,951 | $1,941,049 | $1,882,733 | -$58,316 | -3.00% | |
| Mariner, Llc | 0.00% | 42,006 | $1,855,170 | $1,799,415 | -$55,755 | -3.01% | |
| Raymond James Financial Inc | 0.00% | 38,611 | $1,705,232 | $1,653,983 | -$51,249 | -3.01% | |
| Harbour Investments, Inc. | 0.02% | 32,807 | $1,448,902 | $1,405,357 | -$43,545 | -3.01% | |
| W.H. Cornerstone Investments Inc. | 0.61% | 24,500 | $1,082,027 | $1,049,509 | -$32,518 | -3.01% | |
| Kestra Private Wealth Services, Llc | 0.01% | 20,555 | $862,468 | $880,517 | +$18,049 | +2.09% | |
| Private Advisor Group, Llc | 0.00% | 18,073 | $798,183 | $774,195 | -$23,988 | -3.01% | |
| Bison Wealth, Llc | 0.07% | 18,839 | $792,674 | $807,008 | +$14,334 | +1.81% | |
| Concurrent Investment Advisors, Llc | 0.01% | 18,861 | $791,410 | $807,951 | +$16,541 | +2.09% | |
| Envestnet Asset Management Inc | 0.00% | 16,460 | $726,949 | $705,099 | -$21,850 | -3.01% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 15,872 | $700,977 | $679,910 | -$21,067 | -3.01% | |
| Empirical Asset Management, Llc | 0.16% | 15,736 | $694,960 | $674,085 | -$20,875 | -3.00% | |
| Jane Street Group, Llc | 0.00% | 9,974 | $440,496 | $427,257 | -$13,239 | -3.01% | |
| Cetera Investment Advisers | 0.00% | 8,973 | $396,295 | $384,377 | -$11,918 | -3.01% | |
| Ejmk Ventures Llc | 0.15% | 8,296 | $348,100 | $355,377 | +$7,277 | +2.09% | |
| Psi Advisors, Llc | 0.07% | 7,181 | $317,145 | $307,613 | -$9,532 | -3.01% | |
| Bank Of New York Mellon Corp | 0.00% | 6,836 | $301,905 | $292,834 | -$9,071 | -3.00% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 6,771 | $299,292 | $290,050 | -$9,242 | -3.09% | |
| Gateway Wealth Partners, Llc | 0.02% | 6,481 | $286,228 | $277,627 | -$8,601 | -3.00% | |
| Wealthcare Advisory Partners Llc | 0.00% | 6,676 | $280,117 | $285,980 | +$5,863 | +2.09% | |
| Invenio Wealth Partners Llc | 0.09% | 5,673 | $238,039 | $243,015 | +$4,976 | +2.09% | |
| Summit Financial, Llc | 0.00% | 5,177 | $228,639 | $221,768 | -$6,871 | -3.01% | |
| Centaurus Financial, Inc. | 0.01% | 4,338 | $192,000 | $185,827 | -$6,173 | -3.21% | |
| Jpmorgan Chase & Co | 0.00% | 4,174 | $184,804 | $178,802 | -$6,002 | -3.25% | |
| Reap Financial Group, Llc | 0.03% | 4,278 | $179,519 | $183,257 | +$3,738 | +2.08% | |
| Evolution Wealth Management Inc. | 0.06% | 2,529 | $106,117 | $108,335 | +$2,218 | +2.09% | |
| Corecap Advisors, Llc | 0.00% | 2,393 | $100,410 | $102,509 | +$2,099 | +2.09% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,004 | $88,505 | $85,846 | -$2,659 | -3.00% | |
| Ubs Group Ag | 0.00% | 804 | $35,508 | $34,441 | -$1,067 | -3.00% | |
| Creative Financial Designs Inc | 0.00% | 315 | $13,912 | $13,494 | -$418 | -3.01% | |
| Ifp Advisors, Inc | 0.00% | 167 | $7,007 | $7,154 | +$147 | +2.09% | |
| Dhjj Financial Advisors, Ltd. | 0.00% | 22 | $924 | $942 | +$18 | +1.99% | |
| Smartleaf Asset Management Llc | 0.00% | 5 | $230 | $214 | -$16 | -6.88% | |
| Park Avenue Securities Llc | 0.00% | 4,827 | $203 | $206,775 | +$206,572 | +101759.45% | |
| Larson Financial Group Llc | 0.00% | 3 | $132 | $129 | -$3 | -2.64% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $26 | $43 | +$17 | +64.76% |
Frequently asked questions about MTGP
Who are the largest institutional holders of MTGP?
The largest institutional holders of MTGP reported in the latest SEC Form 13F filings include Lpl Financial Llc, Iht Wealth Management, Llc, Vericrest Private Wealth, Atria Investments, Inc, and Nbc Securities, Inc.. InsiderSet ranks institutional holders by their latest reported MTGP position.
What is MTGP institutional ownership?
This page tracks MTGP positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE MTGE PLUS BOND (MTGP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MTGP?
InsiderSet currently tracks 43 institutional managers reporting MTGP holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MTGP shareholders.
How much MTGP stock do institutions own?
Institutional investment managers disclosed approximately $55.10M in MTGP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MTGP institutional ownership last updated?
The latest MTGP institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MTGP holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MTGP position after the reporting date.
Are institutions buying or selling MTGP?
Institutional buying and selling can be analyzed by comparing MTGP positions across consecutive 13F reporting periods. InsiderSet's MTGP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MTGP ownership changes.
How has MTGP institutional ownership changed over time?
InsiderSet tracks MTGP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.