Wisdomtree Bianco TR FundWTBNETF
13F holders, Q1 2026 (March 31)14holders +1
2new positions
1sold out
$25.30avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding Wisdomtree Bianco TR Fund (WTBN) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Thrivent Financial for Lutherans ($53.7M), &partners ($7.5M) and Envestnet Asset Management Inc. ($7.4M).
- Company
- Wisdomtree Bianco TR Fund
- CUSIP
- 97717Y451
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 1 | $251K |
All 13F filers, Q4 2025 → Q1 2026: 428,504 shares bought and 20,262 shares sold, net +408,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Thrivent Financial for Lutherans | 0.10% | Add +9.6% | 2,123,583 | $53.7M |
| &partners | 0.04% | Add +16.1% | 297,543 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.9% | 291,515 | $7.4M |
| Willow Financial LLC | 6.13% | Reduce -2.1% | 239,124 | $6.0M |
| Park Edge Advisors, LLC | 1.33% | Add +31.6% | 227,549 | $5.8M |
| Sanchez Wealth Management Group | 0.95% | Add +2.7% | 173,650 | $4.4M |
| Lionsbridge Wealth Management LLC | 2.17% | Reduce -5.9% | 85,387 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +254.3% | 72,855 | $1.8M |
| Royal Bank of Canada | 0.00% | No change | 45,072 | $1.1M |
| LPL Financial LLC | 0.00% | New | 31,475 | $796K |
| Hilltop National Bank | 0.14% | No change | 23,103 | $584K |
| Raymond James Financial Inc. | 0.00% | Add +69.1% | 13,531 | $342K |
| Western Wealth Management, LLC | 0.01% | New | 10,266 | $260K |
| Sound Income Strategies, LLC | 0.00% | Add +0.8% | 130 | $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.