Wisdomtree Mortgage Plus Etf Profile

MTGP Etf  USD 44.73  0.15  0.34%   

Performance

Mild

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
WisdomTree Mortgage is selling at 44.73 as of the 27th of January 2026; that is 0.34 percent increase since the beginning of the trading day. The etf's last reported lowest price was 44.66. WisdomTree Mortgage has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat mild performance during the last 90 days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th of January 2026. Click here to learn more.
The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. More on WisdomTree Mortgage Plus

Moving together with WisdomTree Etf

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WisdomTree Etf Highlights

Thematic IdeaAgency Mbs ETFs (View all Themes)
Business ConcentrationAgency Mbs ETFs, Securitized Bond - Diversified, WisdomTree (View all Sectors)
IssuerWisdomTree
Inception Date2019-11-14
Entity TypeRegulated Investment Company
Asset Under Management75.84 Million
Asset TypeFixed Income
CategoryU.S. Government
FocusAgency MBS
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorWisdomTree Asset Management, Inc.
CustodianState Street Bank and Trust Company
DistributorForeside Fund Services, LLC
Portfolio ManagerDave Goodson, Jonathan Abshire, John R. Edwards, Jeff Dutra, Justin McWhorter
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-Aug
ExchangeNYSE Arca, Inc.
Number of Constituents181
Market MakerJane Street
Total Expense0.45
Management Fee0.45
Country NameUSA
Returns Y T D0.08
NameWisdomTree Mortgage Plus Bond Fund
Currency CodeUSD
Open FigiBBG00QTQ1895
In Threey Volatility6.01
1y Volatility3.04
200 Day M A44.2303
50 Day M A44.6877
CodeMTGP
Updated At27th of January 2026
Currency NameUS Dollar
In Threey Sharp Ratio(0.01)
WisdomTree Mortgage Plus [MTGP] is traded in USA and was established 2019-11-12. The fund is listed under Securitized Bond - Diversified category and is part of WisdomTree family. The entity is thematically classified as Agency Mbs ETFs. WisdomTree Mortgage Plus now have 21.76 M in assets. , while the total return for the last 3 years was 3.8%.
Check WisdomTree Mortgage Probability Of Bankruptcy

WisdomTree Mortgage Plus Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in WisdomTree Mortgage. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

WisdomTree Mortgage Plus Technical Analysis

Transformation
The output start index for this execution was zero with a total number of output elements of sixty-one. WisdomTree Mortgage Plus Inverse Tangent Over Price Movement function is an inverse trigonometric method to describe WisdomTree Mortgage price patterns.

WisdomTree Mortgage Against Markets

WisdomTree Etf Analysis Notes

WisdomTree Mortgage is is formed as Regulated Investment Company in the United States. ETF is managed and operated by State Street Bank and Trust Company. The fund has 181 constituents across multiple sectors and instustries. The fund charges 0.45 percent management fee with a total expences of 0.45 percent of total asset. The fund maintains all of the assets in different exotic instruments. WisdomTree Mortgage Plus last dividend was 0.0925 per share. The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80 percent of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. Wisdomtree Mortgage is traded on NYSEARCA Exchange in the United States. To find out more about WisdomTree Mortgage Plus contact the company at NA.

WisdomTree Mortgage Plus Investment Alerts

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The fund maintains all of the assets in different exotic instruments

WisdomTree Mortgage Thematic Classifications

In addition to having WisdomTree Mortgage etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Agency Mbs ETFs Idea
Agency Mbs ETFs
USA ETFs from Agency Mbs clasification

Management Efficiency

WisdomTree Mortgage's management efficiency ratios could be used to measure how well WisdomTree Mortgage manages its routine affairs as well as how well it operates its assets and liabilities.
At WisdomTree Mortgage Plus, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.
Returns 3 Y
3.86
Returns 5 Y
0.15
Returns 1 Y
7.8
Total Assets
75.8 M
Yield
4.19

Top WisdomTree Mortgage Plus Etf Constituents

ZTM233.43562%
ZNM233.35965%

WisdomTree Mortgage Outstanding Bonds

WisdomTree Mortgage issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. WisdomTree Mortgage Plus uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most WisdomTree bonds can be classified according to their maturity, which is the date when WisdomTree Mortgage Plus has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

WisdomTree Mortgage Predictive Daily Indicators

WisdomTree Mortgage intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of WisdomTree Mortgage etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

WisdomTree Mortgage Forecast Models

WisdomTree Mortgage's time-series forecasting models are one of many WisdomTree Mortgage's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary WisdomTree Mortgage's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
When determining whether WisdomTree Mortgage Plus is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if WisdomTree Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Wisdomtree Mortgage Plus Etf. Highlighted below are key reports to facilitate an investment decision about Wisdomtree Mortgage Plus Etf:
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in WisdomTree Mortgage Plus. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in census.
You can also try the Funds Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.
The market value of WisdomTree Mortgage Plus is measured differently than its book value, which is the value of WisdomTree that is recorded on the company's balance sheet. Investors also form their own opinion of WisdomTree Mortgage's value that differs from its market value or its book value, called intrinsic value, which is WisdomTree Mortgage's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because WisdomTree Mortgage's market value can be influenced by many factors that don't directly affect WisdomTree Mortgage's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between WisdomTree Mortgage's value and its price as these two are different measures arrived at by different means. Investors typically determine if WisdomTree Mortgage is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, WisdomTree Mortgage's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.