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Sanchez Wealth Management Group’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Sanchez Wealth Management Group’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 		– Sell
-173,650
Closed -$4.39M – 54
2026
Q1 		$4.39M Buy
173,650
+4,631
+3% +$118K 0.95% 23
2025
Q4 		$4.3M Buy
+169,019
New +$4.35M 0.92% 23

Other funds holding WTBN

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sanchez Wealth Management Group's WTBN Position: Q2 2026 in Review

Sanchez Wealth Management Group sold out of WisdomTree Bianco Total Return Fund (WTBN) in Q2 2026, closing a stake of 173,650 shares — an estimated $4.39M sold.

Sanchez Wealth Management Group first reported a position in WTBN in Q4 2025 and held it in 2 quarters. The position peaked at $4.39M in Q1 2026. 11 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

  • Sanchez Wealth Management Group reported no remaining WisdomTree Bianco Total Return Fund position as of Q2 2026 after selling out during the quarter.
  • Sanchez Wealth Management Group sold 173,650 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $4.39M.
  • Sanchez Wealth Management Group first reported a position in WisdomTree Bianco Total Return Fund in Q4 2025 and held it in 2 quarters.
  • Sanchez Wealth Management Group's WisdomTree Bianco Total Return Fund position peaked at $4.39M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.