Sound Income Strategies’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Sound Income Strategies’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	-130	Closed	-$3.28K	–	2404
2026 Q1	$3.28K	Buy	130 +1	+0.8%	+$25	﹤0.01%	2004
2025 Q4	$3.29K	Buy	129 +128	+12,800%	+$3.29K	﹤0.01%	1984
2025 Q3	$13	Hold	1	–	–	﹤0.01%	1676
2025 Q2	$13	Hold	1	–	–	﹤0.01%	1586
2025 Q1	$13	Hold	1	–	–	﹤0.01%	1534
2024 Q4	$12	Buy	+1	New	+$25	﹤0.01%	1450
2024 Q3	–	Hold	0	–	–	–	1387
2024 Q2	–	Hold	0	–	–	–	1360
2024 Q1	–	Hold	0	–	–	–	1338

Other funds holding WTBN

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

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

FWM

ForthRight Wealth Management Alpharetta, Georgia $391M AUM 18.08% 1-Year Est. Return

Sound Income Strategies's WTBN Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree Bianco Total Return Fund (WTBN) in Q2 2026, closing a stake of 130 shares — an estimated $3.28K sold.

Sound Income Strategies first reported a position in WTBN in Q4 2024 and held it in 6 quarters. The position peaked at $3.29K in Q4 2025. 6 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree Bianco Total Return Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 130 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $3.28K.
Sound Income Strategies first reported a position in WisdomTree Bianco Total Return Fund in Q4 2024 and held it in 6 quarters.
Sound Income Strategies's WisdomTree Bianco Total Return Fund position peaked at $3.29K in Q4 2025.
6 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.