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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
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 $52.5B AUM 27.12% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WF
Willow Financial Rogers, Arkansas $98.7M AUM
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
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

Sanchez Wealth Management Group's WTBN Position: Q1 2026 in Review

Sanchez Wealth Management Group increased its WisdomTree Bianco Total Return Fund (WTBN) stake by 2.7% in Q1 2026, buying an estimated $118K and bringing the position to 173,650 shares worth $4.39M. The position accounts for 0.95% of the portfolio, ranked #23.

Sanchez Wealth Management Group first reported a position in WTBN in Q4 2025 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold WTBN as of Q1 2026.

  • Sanchez Wealth Management Group held 173,650 shares of WisdomTree Bianco Total Return Fund worth $4.39M as of Q1 2026.
  • Sanchez Wealth Management Group bought 4,631 WisdomTree Bianco Total Return Fund shares in Q1 2026, an estimated $118K.
  • WisdomTree Bianco Total Return Fund made up 0.95% of Sanchez Wealth Management Group's portfolio in Q1 2026, its #23 holding.
  • Sanchez Wealth Management Group first reported a position in WisdomTree Bianco Total Return Fund in Q4 2025 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q1 2026.

Based on Sanchez Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.