Wisdomtree Bianco TR FundWTBNETF

13F holders, Q4 2025 (December 31)
13holders +3
4new positions
2sold out
$25.47avg. 13F price*

At the end of Q4 2025, 13 institutions reported holding Wisdomtree Bianco TR Fund (WTBN) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Thrivent Financial for Lutherans ($49.4M), &partners ($6.5M) and Envestnet Asset Management Inc. ($6.3M).

Company
Wisdomtree Bianco TR Fund
CUSIP
97717Y451
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 3Q1 2024Q2 2024: 4Q2 2024Q3 2024: 7Q3 2024Q4 2024: 10Q4 2024Q1 2025: 8Q1 2025Q2 2025: 7Q2 2025Q3 2025: 10Q3 2025Q4 2025: 13Q4 2025Q1 2026: 14Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$6.3M
Exits2$75K

All 13F filers, Q3 2025 → Q4 2025: 403,380 shares bought and 2,922 shares sold, net +400,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 13 holders

Thrivent Financial for Lutherans 0.09% Add +7.5% 1,937,278 $49.4M
&partners 0.03% Add +3.1% 256,319 $6.5M
Envestnet Asset Management Inc. 0.00% Add +2.8% 249,402 $6.3M
Willow Financial LLC 6.32% — 244,202 $6.2M
Park Edge Advisors, LLC 1.00% Add +1.9% 172,885 $4.4M
Sanchez Wealth Management Group 0.92% New 169,019 $4.3M
Lionsbridge Wealth Management LLC 2.34% Add +4.5% 90,699 $2.3M
Royal Bank of Canada 0.00% New 45,072 $1.1M
Hilltop National Bank 0.14% New 23,103 $588K
Steward Partners Investment Advisory, LLC 0.00% No change 20,561 $523K
Jane Street Group, LLC 0.00% New 9,872 $251K
Raymond James Financial Inc. 0.00% No change 8,000 $204K
Sound Income Strategies, LLC 0.00% Add +12800.0% 129 $3K

"% of holder's portfolio" is WTBN's weight in each manager's 13F, not the share of Wisdomtree Bianco TR Fund the manager owns.