FWM
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ForthRight Wealth Management’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

ForthRight Wealth 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 		$331K Buy
+13,142
New +$332K 0.08% 65

Other funds holding WTBN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

ForthRight Wealth Management's WTBN Position: Q2 2026 in Review

ForthRight Wealth Management opened a new position in WisdomTree Bianco Total Return Fund (WTBN) in Q2 2026: 13,142 shares worth $331K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings.

6 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

  • ForthRight Wealth Management held 13,142 shares of WisdomTree Bianco Total Return Fund worth $331K as of Q2 2026.
  • WisdomTree Bianco Total Return Fund was a new ForthRight Wealth Management position in Q2 2026.
  • WisdomTree Bianco Total Return Fund made up 0.08% of ForthRight Wealth Management's portfolio in Q2 2026, its #65 holding.
  • 6 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on ForthRight Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.