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 Q2	–	Sell	-10,266	Closed	-$260K	–	1051
2026 Q1	$260K	Buy	+10,266	New	+$262K	0.01%	843
2025 Q1	–	Sell	-11,004	Closed	-$273K	–	792
2024 Q4	$273K	Buy	+11,004	New	+$278K	0.01%	644

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

Western Wealth Management's WTBN Position: Q2 2026 in Review

Western Wealth Management sold out of WisdomTree Bianco Total Return Fund (WTBN) in Q2 2026, closing a stake of 10,266 shares — an estimated $260K sold.

Western Wealth Management first reported a position in WTBN in Q4 2024 and held it in 2 quarters. The position peaked at $273K in Q4 2024. 11 funds tracked by Wall St. Rank hold WTBN as of Q2 2026.

Western Wealth Management reported no remaining WisdomTree Bianco Total Return Fund position as of Q2 2026 after selling out during the quarter.
Western Wealth Management sold 10,266 WisdomTree Bianco Total Return Fund shares in Q2 2026, an estimated $260K.
Western Wealth Management first reported a position in WisdomTree Bianco Total Return Fund in Q4 2024 and held it in 2 quarters.
Western Wealth Management's WisdomTree Bianco Total Return Fund position peaked at $273K in Q4 2024.
11 funds tracked by Wall St. Rank held WisdomTree Bianco Total Return Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.