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Upturn AI SWOT - About
WisdomTree Mortgage Plus Bond Fund (MTGP)
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Upturn Advisory Summary
10/24/2025: MTGP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.19% | Avg. Invested days 57 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 41.08 - 44.22 | Updated Date 06/30/2025 |
52 Weeks Range 41.08 - 44.22 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree Mortgage Plus Bond Fund
ETF Overview
Overview
The WisdomTree Mortgage Plus Bond Fund (MTGP) seeks to provide current income and capital appreciation by investing primarily in U.S. mortgage-backed securities, including agency and non-agency MBS, as well as other fixed-income securities.
Reputation and Reliability
WisdomTree is a well-known ETF provider with a history of innovative and thematic ETFs. They are generally considered reputable and reliable.
Management Expertise
WisdomTree has a team of experienced investment professionals managing its fixed-income ETFs, including mortgage-backed securities.
Investment Objective
Goal
To provide current income and capital appreciation.
Investment Approach and Strategy
Strategy: MTGP does not track a specific index. It uses an active management strategy to select mortgage-backed securities and other fixed-income investments.
Composition The ETF holds a diversified portfolio of U.S. mortgage-backed securities (both agency and non-agency) and other fixed-income securities.
Market Position
Market Share: Data not readily available to quantify the exact market share.
Total Net Assets (AUM): 41130000
Competitors
Key Competitors
- MBB
- VMBS
- AGG
Competitive Landscape
The mortgage-backed securities ETF market is dominated by large, established funds like MBB and VMBS. MTGP differentiates itself through its active management strategy and a focus on generating higher income, potentially at the cost of greater risk and higher fees compared to passively managed peers. It is designed for those seeking more income than broad market ETFs.
Financial Performance
Historical Performance: Historical performance can be obtained from financial data providers. Needs to be updated for numerical format.
Benchmark Comparison: Comparison with relevant MBS benchmarks can be found on financial data websites such as Morningstar or Bloomberg.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume is relatively low, potentially indicating lower liquidity compared to larger fixed-income ETFs.
Bid-Ask Spread
The bid-ask spread may be wider than larger ETFs, potentially increasing the cost of trading.
Market Dynamics
Market Environment Factors
Interest rate movements, housing market conditions, credit spreads, and overall economic growth can all impact MTGP's performance.
Growth Trajectory
Growth depends on the ETF's ability to generate competitive returns, and trends within the underlying mortgage market including interest rates and prepayments.
Moat and Competitive Advantages
Competitive Edge
MTGP differentiates itself through active management, seeking to outperform passive benchmarks by selectively investing in mortgage-backed securities and other fixed-income assets. The management team can adjust the portfolio's composition based on their assessment of market conditions and credit risk. It targets higher income than broad market bond ETFs. This strategy could be advantageous in certain market environments, but it also introduces manager risk.
Risk Analysis
Volatility
Volatility is influenced by interest rate sensitivity, credit risk of the underlying mortgages, and prepayment risk.
Market Risk
Specific risks include interest rate risk (rising rates can negatively impact bond prices), credit risk (risk of default on mortgage payments), and prepayment risk (mortgages being paid off early, reducing future income).
Investor Profile
Ideal Investor Profile
Investors seeking higher current income than traditional bond ETFs and willing to accept potentially higher risk in exchange for that income.
Market Risk
MTGP is more suitable for investors with a moderate to high risk tolerance seeking income and willing to monitor their investments actively.
Summary
The WisdomTree Mortgage Plus Bond Fund (MTGP) is an actively managed ETF seeking current income and capital appreciation by investing in U.S. mortgage-backed securities and other fixed-income assets. It may be attractive to investors seeking higher income than broader fixed-income ETFs, but it carries risks related to active management, credit quality, and interest rate sensitivity. Its smaller AUM may translate to less liquidity than peer funds. Investors should carefully consider their risk tolerance and investment objectives before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investors should conduct their own due diligence before making any investment decisions. Market share data is estimated based on available resources and might not reflect the real-time status of the market. Performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Mortgage Plus Bond Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.