UBS Group
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UBS Group’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

UBS 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
Q3 		$23.6K Buy
+985
New +$24.3K ﹤0.01% 8345
2024
Q4 		– Sell
-654
Closed -$16.8K – 10466
2024
Q3 		$16.8K Buy
654
+560
+596% +$14.2K ﹤0.01% 7469
2024
Q2 		$2.32K Buy
94
+40
+74% +$983 ﹤0.01% 8381
2024
Q1 		$1.34K Buy
+54
New +$1.34K ﹤0.01% 8155

Other funds holding WTBN

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Lionsbridge Wealth Management
Lionsbridge Wealth Management Jacksonville Beach, Florida $89.6M AUM 14.61% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Hilltop National Bank
Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Wellington-Altus USA
Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada $188M AUM 16.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's WTBN Position: Q3 2026 in Review

UBS Group opened a new position in WisdomTree Bianco Total Return Fund (WTBN) in Q3 2026: 985 shares worth $23.6K. The stake represents ﹤0.01% of the portfolio and ranks #8345 among its holdings. This is a return to the name: UBS Group previously reported a position in WTBN as recently as Q3 2024.

UBS Group first reported a position in WTBN in Q1 2024 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold WTBN as of Q3 2026.

  • UBS Group held 985 shares of WisdomTree Bianco Total Return Fund worth $23.6K as of Q3 2026.
  • WisdomTree Bianco Total Return Fund was a new UBS Group position in Q3 2026.
  • WisdomTree Bianco Total Return Fund made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8345 holding.
  • UBS Group first reported a position in WisdomTree Bianco Total Return Fund in Q1 2024 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.