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WTBN · WisdomTree Bianco Total Return Fund ETF

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$24.67 +0.02 (+0.09%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 14
Total Value: $91,949,099
Total Shares: 3,634,783

Institutional Ownership Trend

10 quarters

Holder Concentration

Across 14 13F filers · Δ vs Dec 31, 2025
Top Holder
58.4%
Dec 2023 → Mar 2026 · range 29.7% – 99.4%
−1.6 pts
Top 5
87.5%
Dec 2023 → Mar 2026 · range 87.5% – 100.0%
−1.2 pts
Top 10
98.7%
Dec 2023 → Mar 2026 · range 98.7% – 100.0%
−0.7 pts
HHI
3,662
Dec 2023 → Mar 2026 · range 2,151 – 9,879
Highly concentrated−190

Quarterly Activity

vs Dec 31, 2025
New
2
Increased
8
Decreased
2
Sold Out
1
Unchanged
2
Holder count: +1
Institutional value: +12.0%
Shares held: +12.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Thrivent Financial for Lutherans +186,305 2,123,583
Park Edge Advisors, LLC +54,664 227,549
Steward Partners Investment Advisory, LLC +52,294 72,855
ENVESTNET ASSET MANAGEMENT INC +42,113 291,515
&PARTNERS +41,224 297,543

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Lionsbridge Wealth Management LLC −5,312 85,387
Willow Financial LLC −5,078 239,124

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
LPL Financial LLC 31,475 $796,223
Western Wealth Management, LLC 10,266 $259,699

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
JANE STREET GROUP, LLC 9,872 $251,291
Filter: New 2 Increased 8 Reduced 2 Sold out 1 Unchanged 2
Showing 14 of 14
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Thrivent Financial for Lutherans WTBN $53,720,279 58.42% 2,123,583
&PARTNERS WTBN $7,526,945 8.19% 297,543
ENVESTNET ASSET MANAGEMENT INC WTBN $7,374,454 8.02% 291,515
Willow Financial LLC WTBN $6,049,119 6.58% 239,124
Park Edge Advisors, LLC WTBN $5,756,307 6.26% 227,549
Sanchez Wealth Management Group WTBN $4,392,824 4.78% 173,650
Lionsbridge Wealth Management LLC WTBN $2,160,034 2.35% 85,387
Steward Partners Investment Advisory, LLC WTBN $1,843,012 2.00% 72,855
ROYAL BANK OF CANADA WTBN $1,140,186 1.24% 45,072
LPL Financial LLC WTBN $796,223 0.87% 31,475
Hilltop National Bank WTBN $584,436 0.64% 23,103
RAYMOND JAMES FINANCIAL INC WTBN $342,293 0.37% 13,531
Western Wealth Management, LLC WTBN $259,699 0.28% 10,266
Sound Income Strategies, LLC WTBN $3,288 0.00% 130