Thrivent Financial for Lutherans’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Thrivent Financial for Lutherans’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	$53.7M	Buy	2,123,583 +186,305	+10%	+$4.75M	0.1%	248
2025 Q4	$49.4M	Buy	1,937,278 +134,660	+7%	+$3.46M	0.09%	278
2025 Q3	$46.3M	Buy	+1,802,618	New	+$46M	0.09%	250
2025 Q2	–	Sell	-60,254	Closed	-$1.52M	–	2590
2025 Q1	$1.52M	Hold	60,254	–	–	﹤0.01%	1441
2024 Q4	$1.52M	Buy	+60,254	New	+$1.52M	﹤0.01%	1636

Other funds holding WTBN

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Willow Financial Rogers, Arkansas $98.7M AUM

PEA

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

SWMG

Sanchez Wealth Management Group Jacksonville, Florida $462M AUM 13.82% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Thrivent Financial for Lutherans's WTBN Position: Q1 2026 in Review

Thrivent Financial for Lutherans increased its WisdomTree Bianco Total Return Fund (WTBN) stake by 9.6% in Q1 2026, buying an estimated $4.75M and bringing the position to 2,123,583 shares worth $53.7M. The position accounts for 0.1% of the portfolio, ranked #248.

Thrivent Financial for Lutherans first reported a position in WTBN in Q4 2024 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold WTBN as of Q1 2026.

Thrivent Financial for Lutherans held 2,123,583 shares of WisdomTree Bianco Total Return Fund worth $53.7M as of Q1 2026.
Thrivent Financial for Lutherans bought 186,305 WisdomTree Bianco Total Return Fund shares in Q1 2026, an estimated $4.75M.
WisdomTree Bianco Total Return Fund made up 0.1% of Thrivent Financial for Lutherans's portfolio in Q1 2026, its #248 holding.
Thrivent Financial for Lutherans first reported a position in WisdomTree Bianco Total Return Fund in Q4 2024 and has held it in 5 quarters since.
14 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q1 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q1 2026, filed 1 May 2026.