Steward Partners Investment Advisory’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Steward Partners Investment Advisory’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	$1.52M	Sell	60,488 -12,367	-17%	-$312K	0.01%	1057
2026 Q1	$1.84M	Buy	72,855 +52,294	+254%	+$1.33M	0.01%	894
2025 Q4	$523K	Hold	20,561	–	–	﹤0.01%	1395
2025 Q3	$528K	Buy	20,561 +5,700	+38%	+$145K	﹤0.01%	1341
2025 Q2	$378K	Buy	14,861 +14,761	+14,761%	+$371K	﹤0.01%	1434
2025 Q1	$2.52K	Hold	100	–	–	﹤0.01%	3593
2024 Q4	$2.48K	Hold	100	–	–	﹤0.01%	3583
2024 Q3	$2.57K	Hold	100	–	–	﹤0.01%	3391
2024 Q2	$2.47K	Hold	100	–	–	﹤0.01%	3241
2024 Q1	$2.48K	Sell	100 -100	-50%	-$2.48K	﹤0.01%	3251
2023 Q4	$5.02K	Buy	+200	New	+$5.03K	﹤0.01%	2958

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

&Partners Nashville, Tennessee $24.4B AUM 27.45% 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

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

Steward Partners Investment Advisory's WTBN Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree Bianco Total Return Fund (WTBN) stake by 17% in Q2 2026, selling an estimated $312K and leaving 60,488 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #1057.

Steward Partners Investment Advisory first reported a position in WTBN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q1 2026. 11 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

Steward Partners Investment Advisory held 60,488 shares of WisdomTree Bianco Total Return Fund worth $1.52M as of Q2 2026.
Steward Partners Investment Advisory sold 12,367 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $312K.
WisdomTree Bianco Total Return Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1057 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Bianco Total Return Fund in Q4 2023 and has held it in 11 quarters since.
Steward Partners Investment Advisory's WisdomTree Bianco Total Return Fund position peaked at $1.84M in Q1 2026.
11 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.