LPL Financial’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

LPL Financial’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	$796K	Buy	+31,475	New	+$803K	﹤0.01%	4372

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

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 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

HNB

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

LPL Financial's WTBN Position: Q1 2026 in Review

LPL Financial opened a new position in WisdomTree Bianco Total Return Fund (WTBN) in Q1 2026: 31,475 shares worth $796K. The stake represents ﹤0.01% of the portfolio and ranks #4372 among its holdings.

14 funds tracked by Wall St. Rank hold WTBN as of Q1 2026.

LPL Financial held 31,475 shares of WisdomTree Bianco Total Return Fund worth $796K as of Q1 2026.
WisdomTree Bianco Total Return Fund was a new LPL Financial position in Q1 2026.
WisdomTree Bianco Total Return Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4372 holding.
14 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.