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 Q2	$10.7M	Buy	425,551 +394,076	+1,252%	+$9.95M	﹤0.01%	2075
2026 Q1	$796K	Buy	+31,475	New	+$803K	﹤0.01%	4372

Other funds holding WTBN

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 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

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 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

LPL Financial's WTBN Position: Q2 2026 in Review

LPL Financial increased its WisdomTree Bianco Total Return Fund (WTBN) stake by 1,252% in Q2 2026, buying an estimated $9.95M and bringing the position to 425,551 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

LPL Financial first reported a position in WTBN in Q1 2026 and has held it in 2 quarters since. 11 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

LPL Financial held 425,551 shares of WisdomTree Bianco Total Return Fund worth $10.7M as of Q2 2026.
LPL Financial bought 394,076 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $9.95M.
WisdomTree Bianco Total Return Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2075 holding.
LPL Financial first reported a position in WisdomTree Bianco Total Return Fund in Q1 2026 and has held it in 2 quarters since.
11 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.