WBND

Western Asset Total Return ETF

Delisted

WBND was delisted on the 22nd of August, 2025.

31 hedge funds and large institutions have $135M invested in Western Asset Total Return ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
16
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.8M +$2.14M +22,313 +10%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20.9M +$548K +5,720 +3%
MFG
3
Magnus Financial Group
New York
$15.8M +$266K +2,775 +2%
AT
4
Arden Trust
Delaware
$15.3M +$1.12M +11,689 +8%
EDRIA
5
Edmonds Duncan Registered Investment Advisors
Kansas
$12.7M +$578K +6,040 +5%
QI
6
QS Investors
New York
$12M +$2.08M +21,780 +21%
DWP
7
Destiny Wealth Partners
Florida
$6.55M +$59.4K +621 +0.9%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.18M +$2.13M +22,332 +70%
Truist Financial
9
Truist Financial
North Carolina
$4.24M +$306K +3,197 +8%
Citadel Advisors
10
Citadel Advisors
Florida
$3.71M -$2.85M -29,778 -43%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.73M +$2.73M +28,500 New
MA
12
Mutual Advisors
Nebraska
$2.68M +$2.68M +28,023 New
LPL Financial
13
LPL Financial
California
$2.14M +$46.5K +486 +2%
CPA
14
Capital Planning Advisors
California
$1.24M +$132K +1,375 +12%
Morgan Stanley
15
Morgan Stanley
New York
$1.18M +$23.8K +249 +2%
AWM
16
AE Wealth Management
Kansas
$837K -$70.7K -738 -8%
AC
17
Avestar Capital
New York
$826K -$281K -2,933 -25%
SPC
18
Sigma Planning Corp
Michigan
$697K +$697K +7,279 New
AAS
19
Avantax Advisory Services
Texas
$665K +$17.2K +180 +3%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$603K +$395K +4,133 +190%
SMG
21
Smart Money Group
Texas
$522K -$603K -6,146 -54%
AMC
22
Asset Management Corp
Illinois
$504K +$4.02K +42 +0.8%
Wells Fargo
23
Wells Fargo
California
$420K +$291K +3,046 +226%
RJT
24
Raymond James Trust
Florida
$369K
FG
25
Fiduciary Group
Georgia
$363K