&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 Q2	$7.92M	Buy	314,141 +16,598	+6%	+$419K	0.03%	452
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 $59.5B AUM 35.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

&Partners's WTBN Position: Q2 2026 in Review

&Partners increased its WisdomTree Bianco Total Return Fund (WTBN) stake by 5.6% in Q2 2026, buying an estimated $419K and bringing the position to 314,141 shares worth $7.92M. The position accounts for 0.03% of the portfolio, ranked #452.

&Partners first reported a position in WTBN in Q3 2024 and has held it in 8 quarters since. 11 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

&Partners held 314,141 shares of WisdomTree Bianco Total Return Fund worth $7.92M as of Q2 2026.
&Partners bought 16,598 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $419K.
WisdomTree Bianco Total Return Fund made up 0.03% of &Partners's portfolio in Q2 2026, its #452 holding.
&Partners first reported a position in WisdomTree Bianco Total Return Fund in Q3 2024 and has held it in 8 quarters since.
11 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.