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 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 $52.5B AUM 27.12% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HNB

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

Lionsbridge Wealth Management's WTBN Position: Q1 2026 in Review

Lionsbridge Wealth Management reduced its WisdomTree Bianco Total Return Fund (WTBN) stake by 5.9% in Q1 2026, selling an estimated $135K and leaving 85,387 shares worth $2.16M. The position accounts for 2.17% of the portfolio, ranked #17.

Lionsbridge Wealth Management first reported a position in WTBN in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2025. 14 funds tracked by Wall St. Rank hold WTBN as of Q1 2026.

Lionsbridge Wealth Management held 85,387 shares of WisdomTree Bianco Total Return Fund worth $2.16M as of Q1 2026.
Lionsbridge Wealth Management sold 5,312 WisdomTree Bianco Total Return Fund shares in Q1 2026, an estimated $135K.
WisdomTree Bianco Total Return Fund made up 2.17% of Lionsbridge Wealth Management's portfolio in Q1 2026, its #17 holding.
Lionsbridge Wealth Management first reported a position in WisdomTree Bianco Total Return Fund in Q3 2024 and has held it in 7 quarters since.
Lionsbridge Wealth Management's WisdomTree Bianco Total Return Fund position peaked at $2.31M in Q4 2025.
14 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q1 2026.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.