Envestnet Asset Management’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Envestnet Asset Management’s Portfolio WTBN Stock Details WTBN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.77M	Buy	308,952 +17,437	+6%	+$440K	﹤0.01%	2124
2026 Q1	$7.37M	Buy	291,515 +42,113	+17%	+$1.07M	﹤0.01%	2043
2025 Q4	$6.35M	Buy	249,402 +6,744	+3%	+$173K	﹤0.01%	2014
2025 Q3	$6.23M	Buy	242,658 +25,037	+12%	+$638K	﹤0.01%	2085
2025 Q2	$5.54M	Buy	217,621 +99,140	+84%	+$2.49M	﹤0.01%	2133
2025 Q1	$2.99M	Buy	118,481 +28,241	+31%	+$708K	﹤0.01%	2458
2024 Q4	$2.24M	Buy	90,240 +10,818	+14%	+$273K	﹤0.01%	2621
2024 Q3	$2.04M	Buy	+79,422	New	+$2.02M	﹤0.01%	2642

Other funds holding WTBN

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return

Envestnet Asset Management's WTBN Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree Bianco Total Return Fund (WTBN) stake by 6% in Q2 2026, buying an estimated $440K and bringing the position to 308,952 shares worth $7.77M. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Envestnet Asset Management first reported a position in WTBN in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

Envestnet Asset Management held 308,952 shares of WisdomTree Bianco Total Return Fund worth $7.77M as of Q2 2026.
Envestnet Asset Management bought 17,437 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $440K.
WisdomTree Bianco Total Return Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2124 holding.
Envestnet Asset Management first reported a position in WisdomTree Bianco Total Return Fund in Q3 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.