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MTGP
+0.34 · +0.77%
$44.68 · NYSE ARCA

WisdomTree Mortgage Plus Bond Fund (MTGP) ETF Analysis | Securitized Bond - Diversified

WisdomTree · USA
AUM:$76.7M
#– of – in Securitized Bond - Diversified ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 7.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is MTGP?

The fund, an actively managed ETF, utilizes an investment process combining both macro and fundamental research by investing, under normal circumstances, at least 80% of its net assets, plus the amount of any borrowings, in mortgage-related debt and other securitized debt. It may invest up to 20% of its net assets, plus the amount of any borrowings, in other securitized credit securities such as non-agency or privately issued residential and commercial mortgage-backed securities, asset-backed securities, collateralized loan obligations and credit risk transfer securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
MTGP returned 7.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.45%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 6.8% of the ETF — exposure spread across many positions.
ETF Information
AUM$76.7M
Expense Ratio0.45%
Dividend Yield4.21%
Holdings2
Inception DateNov 2019
Domicile–
Distribution–
Index–
ProviderWisdomTree
Beta0.98
CategorySecuritized Bond - Diversified
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.0%
1Y
+0.9%
3Y
+12.8%
5Y
-0.6%
OpenBook InsightIf you had invested £10,000 in MTGP 5 years ago, it would have fallen to £9,944 — a loss of £56.

Annual Returns

Calendar year performance

MTGP delivered positive returns in 3 of the last 5 calendar years.
YearMTGP
2026 YTD-1.3%
2025+7.7%
2024+2.7%
2023+4.4%
2022-11.1%
CAGR 4yr+0.7%
3/5 positive yearsAvg return: +0.5%Worst year: -11.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
4.4%
Low
Momentum
-0.8%
30-day change
Support Level
43.55
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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