WisdomTree Mortgage Plus Bond FundMTGP

ETFWisdomTree
Type
ETF
Peer group
Taxable bond
Net assets
$76.7M
Expense ratio
0.46%
1-year return
+2.8%
3 years, a year
+4.7%
5 years, a year
+0.2%
12-month yield
4.55%
Holdings
184

What it aims to do.

The WisdomTree Mortgage Plus Bond Fund (the Fund) seeks income and capital appreciation.

Top 10 holdings.

Holding% of fund
United States Treasury Bills7.80%
Federal National Mortgage Association4.71%
Federal National Mortgage Association4.15%
Federal National Mortgage Association3.33%
Barton Capital S.A.2.93%
Federal National Mortgage Association2.55%
Government National Mortgage Association2.31%
Federal National Mortgage Association2.24%
Federal National Mortgage Association2.17%
United States Treasury Bills2.15%

More on MTGP.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.