WisdomTree Bianco Total Return Fund
WTBN
7 hedge funds and large institutions have $17.9M invested in WisdomTree Bianco Total Return Fund in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 2 closing their positions.
51% more capital invested
Capital invested by funds: $11.8M → $17.9M (+$6.07M)
4.15% more ownership
Funds ownership: 21.8% → 25.95% (+4.1%)
13% less funds holding
Funds holding: 8 → 7 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
P
&Partners
Nashville,
Tennessee
|
+$2.51M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.49M |
| 3 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
+$1.75M |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$431K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$371K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$1.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
P
1
&Partners
Nashville,
Tennessee
| $5.64M | +$2.51M | +99,718 | +82% |
|
|
2
Envestnet Asset Management
Chicago,
Illinois
| $5.54M | +$2.49M | +99,140 | +84% |
|
|
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $3.98M | +$431K | +17,156 | +12% |
|
|
LWM
4
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $2.3M | +$1.75M | +69,767 | +337% |
|
|
SPIA
5
Steward Partners Investment Advisory
New York
| $378K | +$371K | +14,761 | +14,761% |
|
6
JP Morgan Chase
New York
| $62.1K | +$61.4K | +2,440 | New |
|
|
SIS
7
Sound Income Strategies
Ft Lauderdale,
Florida
| $13 | – | – | – |
|
|
8
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$1.52M | -60,254 | Closed |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$207K | -8,179 | Closed |
|
WTBN Hedge Fund Activity: Q2 2025 in Review
7 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bianco Total Return Fund (WTBN) for Q2 2025, worth a combined $17.9M — up 51% from $11.8M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WTBN and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 5 added.
The largest buyer was &Partners, adding an estimated $2.51M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $1.52M sold.
- 7 institutional investors held WisdomTree Bianco Total Return Fund (WTBN) as of Q2 2025, down from 8 in Q1 2025.
- Funds reported $17.9M of WisdomTree Bianco Total Return Fund stock for Q2 2025, up 51% quarter-over-quarter.
- 1 fund opened new WisdomTree Bianco Total Return Fund positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest WisdomTree Bianco Total Return Fund buyer in Q2 2025 was &Partners, an estimated $2.51M added.
- The largest WisdomTree Bianco Total Return Fund seller in Q2 2025 was Thrivent Financial for Lutherans, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2025.