Western Wealth Management’s WisdomTree Bianco Total Return Fund WTBN Stock Holding History

Western Wealth Management’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	$260K	Buy	+10,266	New	+$262K	0.01%	843

Other funds holding WTBN

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

&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

Western Wealth Management's WTBN Position: Q1 2026 in Review

Western Wealth Management opened a new position in WisdomTree Bianco Total Return Fund (WTBN) in Q1 2026: 10,266 shares worth $260K. The stake represents 0.01% of the portfolio and ranks #843 among its holdings.

14 funds tracked by Wall St. Rank hold WTBN as of Q1 2026.

Western Wealth Management held 10,266 shares of WisdomTree Bianco Total Return Fund worth $260K as of Q1 2026.
WisdomTree Bianco Total Return Fund was a new Western Wealth Management position in Q1 2026.
WisdomTree Bianco Total Return Fund made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #843 holding.
14 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.