Wisdomtree Mortgage Plus Etf Net Income
| MTGP Etf | USD 44.95 0.08 0.18% |
As of the 18th of February 2026, WisdomTree Mortgage maintains the Downside Deviation of 0.2387, market risk adjusted performance of 0.2971, and Mean Deviation of 0.1786. Relative to fundamental indicators, the technical analysis model lets you check existing technical drivers of WisdomTree Mortgage Plus, as well as the relationship between them.
Analyzing historical trends in various income statement and balance sheet accounts from WisdomTree Mortgage's financial statements helps investors evaluate the company's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting WisdomTree Mortgage's valuation are summarized below:WisdomTree Mortgage Plus does not presently have any fundamental gauges for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. WisdomTree | Build AI portfolio with WisdomTree Etf |
Investors evaluate WisdomTree Mortgage Plus using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating WisdomTree Mortgage's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause WisdomTree Mortgage's market price to deviate significantly from intrinsic value.
Understanding that WisdomTree Mortgage's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether WisdomTree Mortgage represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, WisdomTree Mortgage's market price signifies the transaction level at which participants voluntarily complete trades.
WisdomTree Mortgage 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to WisdomTree Mortgage's etf what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of WisdomTree Mortgage.
| 11/20/2025 |
| 02/18/2026 |
If you would invest 0.00 in WisdomTree Mortgage on November 20, 2025 and sell it all today you would earn a total of 0.00 from holding WisdomTree Mortgage Plus or generate 0.0% return on investment in WisdomTree Mortgage over 90 days. WisdomTree Mortgage is related to or competes with First Trust, PGIM ETF, Brookstone Intermediate, Madison ETFs, BondBloxx ETF, Cambria Value, and 6 Meridian. The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by inves... More
WisdomTree Mortgage Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure WisdomTree Mortgage's etf current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess WisdomTree Mortgage Plus upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 0.2387 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 1.33 | |||
| Value At Risk | (0.41) | |||
| Potential Upside | 0.428 |
WisdomTree Mortgage Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for WisdomTree Mortgage's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as WisdomTree Mortgage's standard deviation. In reality, there are many statistical measures that can use WisdomTree Mortgage historical prices to predict the future WisdomTree Mortgage's volatility.| Risk Adjusted Performance | 0.0596 | |||
| Jensen Alpha | 0.0128 | |||
| Total Risk Alpha | 0.002 | |||
| Sortino Ratio | (0.12) | |||
| Treynor Ratio | 0.2871 |
WisdomTree Mortgage February 18, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0596 | |||
| Market Risk Adjusted Performance | 0.2971 | |||
| Mean Deviation | 0.1786 | |||
| Semi Deviation | 0.1464 | |||
| Downside Deviation | 0.2387 | |||
| Coefficient Of Variation | 964.66 | |||
| Standard Deviation | 0.2421 | |||
| Variance | 0.0586 | |||
| Information Ratio | (0.12) | |||
| Jensen Alpha | 0.0128 | |||
| Total Risk Alpha | 0.002 | |||
| Sortino Ratio | (0.12) | |||
| Treynor Ratio | 0.2871 | |||
| Maximum Drawdown | 1.33 | |||
| Value At Risk | (0.41) | |||
| Potential Upside | 0.428 | |||
| Downside Variance | 0.057 | |||
| Semi Variance | 0.0214 | |||
| Expected Short fall | (0.20) | |||
| Skewness | (0.07) | |||
| Kurtosis | 0.8588 |
WisdomTree Mortgage Plus Backtested Returns
Currently, WisdomTree Mortgage Plus is very steady. WisdomTree Mortgage Plus shows Sharpe Ratio of 0.13, which attests that the etf had a 0.13 % return per unit of risk over the last 3 months. We have found twenty-eight technical indicators for WisdomTree Mortgage Plus, which you can use to evaluate the volatility of the etf. Please check out WisdomTree Mortgage's Downside Deviation of 0.2387, mean deviation of 0.1786, and Market Risk Adjusted Performance of 0.2971 to validate if the risk estimate we provide is consistent with the expected return of 0.0319%. The entity maintains a market beta of 0.0526, which attests to not very significant fluctuations relative to the market. As returns on the market increase, WisdomTree Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding WisdomTree Mortgage is expected to be smaller as well.
Auto-correlation | 0.35 |
Below average predictability
WisdomTree Mortgage Plus has below average predictability. Overlapping area represents the amount of predictability between WisdomTree Mortgage time series from 20th of November 2025 to 4th of January 2026 and 4th of January 2026 to 18th of February 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of WisdomTree Mortgage Plus price movement. The serial correlation of 0.35 indicates that nearly 35.0% of current WisdomTree Mortgage price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.35 | |
| Spearman Rank Test | 0.61 | |
| Residual Average | 0.0 | |
| Price Variance | 0.03 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Based on the recorded statements, WisdomTree Mortgage Plus reported net income of 0.0. This indicator is about the same for the WisdomTree average (which is currently at 0.0) family and about the same as Securitized Bond - Diversified (which currently averages 0.0) category. This indicator is about the same for all United States etfs average (which is currently at 0.0).
WisdomTree Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining WisdomTree Mortgage's current stock value. Our valuation model uses many indicators to compare WisdomTree Mortgage value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WisdomTree Mortgage competition to find correlations between indicators driving WisdomTree Mortgage's intrinsic value. More Info.WisdomTree Mortgage Plus is rated number one ETF in beta as compared to similar ETFs. It also is rated number one ETF in one year return as compared to similar ETFs reporting about 8.16 of One Year Return per Beta. Comparative valuation analysis is a catch-all technique that is used if you cannot value WisdomTree Mortgage by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.WisdomTree Fundamentals
| Beta | 0.98 | |||
| Total Asset | 21.76 M | |||
| One Year Return | 8.00 % | |||
| Three Year Return | 4.80 % | |||
| Five Year Return | 0.40 % | |||
| Net Asset | 21.76 M | |||
| Last Dividend Paid | 0.0925 |
About WisdomTree Mortgage Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze WisdomTree Mortgage Plus's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of WisdomTree Mortgage using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of WisdomTree Mortgage Plus based on its fundamental data. In general, a quantitative approach, as applied to this etf, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with WisdomTree Mortgage
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if WisdomTree Mortgage position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in WisdomTree Mortgage will appreciate offsetting losses from the drop in the long position's value.Moving together with WisdomTree Etf
| 0.87 | DEED | First Trust TCW | PairCorr |
| 0.87 | JHMB | John Hancock Exchange | PairCorr |
| 0.85 | VABS | Virtus Newfleet ABSMBS | PairCorr |
| 0.88 | FSEC | Fidelity Investment Grade | PairCorr |
The ability to find closely correlated positions to WisdomTree Mortgage could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace WisdomTree Mortgage when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back WisdomTree Mortgage - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling WisdomTree Mortgage Plus to buy it.
The correlation of WisdomTree Mortgage is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as WisdomTree Mortgage moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if WisdomTree Mortgage Plus moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for WisdomTree Mortgage can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out You can also try the Portfolio Holdings module to check your current holdings and cash postion to detemine if your portfolio needs rebalancing.
Investors evaluate WisdomTree Mortgage Plus using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating WisdomTree Mortgage's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. External factors like market trends, sector rotation, and investor psychology can cause WisdomTree Mortgage's market price to deviate significantly from intrinsic value.
Understanding that WisdomTree Mortgage's value differs from its trading price is crucial, as each reflects different aspects of the company. Evaluating whether WisdomTree Mortgage represents a sound investment requires analyzing earnings trends, revenue growth, technical signals, industry dynamics, and expert forecasts. Conversely, WisdomTree Mortgage's market price signifies the transaction level at which participants voluntarily complete trades.