&Partners’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

&Partners’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	$7.55M	Buy	297,543 +41,224	+16%	+$1.05M	0.04%	412
2025 Q4	$6.52M	Buy	256,319 +7,621	+3%	+$196K	0.03%	414
2025 Q3	$6.38M	Buy	248,698 +27,205	+12%	+$693K	0.04%	361
2025 Q2	$5.64M	Buy	221,493 +99,718	+82%	+$2.51M	0.04%	344
2025 Q1	$3.07M	Buy	121,775 +30,179	+33%	+$756K	0.03%	413
2024 Q4	$2.32M	Buy	91,596 +10,169	+12%	+$257K	0.03%	451
2024 Q3	$2.09M	Buy	+81,427	New	+$2.07M	0.04%	357

Other funds holding WTBN

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

&Partners's WTBN Position: Q1 2026 in Review

&Partners increased its WisdomTree Bianco Total Return Fund (WTBN) stake by 16% in Q1 2026, buying an estimated $1.05M and bringing the position to 297,543 shares worth $7.55M. The position accounts for 0.04% of the portfolio, ranked #412.

&Partners first reported a position in WTBN in Q3 2024 and has held it in 7 quarters since. 14 funds tracked by Wall St. Rank hold WTBN as of Q1 2026.

&Partners held 297,543 shares of WisdomTree Bianco Total Return Fund worth $7.55M as of Q1 2026.
&Partners bought 41,224 WisdomTree Bianco Total Return Fund shares in Q1 2026, an estimated $1.05M.
WisdomTree Bianco Total Return Fund made up 0.04% of &Partners's portfolio in Q1 2026, its #412 holding.
&Partners first reported a position in WisdomTree Bianco Total Return Fund in Q3 2024 and has held it in 7 quarters since.
14 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.