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

Lionsbridge 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	$2.05M	Sell	81,542 -3,845	-5%	-$97.1K	2.01%	16
2026 Q1	$2.16M	Sell	85,387 -5,312	-6%	-$135K	2.17%	17
2025 Q4	$2.31M	Buy	90,699 +3,860	+4%	+$99.3K	2.34%	16
2025 Q3	$2.23M	Sell	86,839 -3,640	-4%	-$92.8K	2.2%	16
2025 Q2	$2.3M	Buy	90,479 +69,767	+337%	+$1.75M	2.29%	12
2025 Q1	$523K	Sell	20,712 -1,964	-9%	-$49.2K	0.46%	50
2024 Q4	$563K	Sell	22,676 -1,399	-6%	-$35.4K	0.47%	49
2024 Q3	$619K	Buy	+24,075	New	+$612K	0.49%	57

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

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

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

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

Lionsbridge Wealth Management reduced its WisdomTree Bianco Total Return Fund (WTBN) stake by 4.5% in Q2 2026, selling an estimated $97.1K and leaving 81,542 shares worth $2.05M. The position accounts for 2.01% of the portfolio, ranked #16.

Lionsbridge Wealth Management first reported a position in WTBN in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q4 2025. 11 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

Lionsbridge Wealth Management held 81,542 shares of WisdomTree Bianco Total Return Fund worth $2.05M as of Q2 2026.
Lionsbridge Wealth Management sold 3,845 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $97.1K.
WisdomTree Bianco Total Return Fund made up 2.01% of Lionsbridge Wealth Management's portfolio in Q2 2026, its #16 holding.
Lionsbridge Wealth Management first reported a position in WisdomTree Bianco Total Return Fund in Q3 2024 and has held it in 8 quarters since.
Lionsbridge Wealth Management's WisdomTree Bianco Total Return Fund position peaked at $2.31M in Q4 2025.
11 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.