Fidelity Investments
WTBN icon

Fidelity Investments’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Fidelity Investments’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
2025
Q4 		– Sell
-1
Closed -$26 – 5618
2025
Q3 		$26 Buy
+1
New +$25 ﹤0.01% 5297
2024
Q3 		– Sell
-1
Closed -$25 – 5754
2024
Q2 		$25 Buy
+1
New +$25 ﹤0.01% 5156

Other funds holding WTBN

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
SWMG
Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Fidelity Investments's WTBN Position: Q4 2025 in Review

Fidelity Investments sold out of WisdomTree Bianco Total Return Fund (WTBN) in Q4 2025, closing a stake of 1 share — an estimated $26 sold.

Fidelity Investments first reported a position in WTBN in Q2 2024 and held it in 2 quarters. The position peaked at $26 in Q3 2025. 13 funds tracked by Wall St. Rank hold WTBN as of Q4 2025.

  • Fidelity Investments reported no remaining WisdomTree Bianco Total Return Fund position as of Q4 2025 after selling out during the quarter.
  • Fidelity Investments sold 1 WisdomTree Bianco Total Return Fund share in Q4 2025, an estimated $26.
  • Fidelity Investments first reported a position in WisdomTree Bianco Total Return Fund in Q2 2024 and held it in 2 quarters.
  • Fidelity Investments's WisdomTree Bianco Total Return Fund position peaked at $26 in Q3 2025.
  • 13 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q4 2025.

Based on Fidelity Investments's 13F filing for Q4 2025, filed 17 Feb 2026.