WisdomTree Bianco Total Return Fund
WTBN
10 hedge funds and large institutions have $66.3M invested in WisdomTree Bianco Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 0 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
270% more capital invested
Capital invested by funds: $17.9M → $66.3M (+$48.4M)
62.77% more ownership
Funds ownership: 25.95% → 88.72% (+63%)
43% more funds holding
Funds holding: 7 → 10 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$46M |
| 2 |
P
&Partners
Nashville,
Tennessee
|
+$693K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$638K |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$335K |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$204K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWM
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
-$92.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| $46.3M | +$46M | +1,802,618 | New |
|
|
P
2
&Partners
Nashville,
Tennessee
| $6.38M | +$693K | +27,205 | +12% |
|
|
3
Envestnet Asset Management
Chicago,
Illinois
| $6.23M | +$638K | +25,037 | +12% |
|
|
PEA
4
Park Edge Advisors
Cleveland,
Ohio
| $4.35M | +$335K | +13,126 | +8% |
|
|
LWM
5
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| $2.23M | -$92.8K | -3,640 | -4% |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $528K | +$145K | +5,700 | +38% |
|
|
7
Raymond James Financial
St Petersburg,
Florida
| $205K | +$204K | +8,000 | New |
|
8
JP Morgan Chase
New York
| $75K | +$12.3K | +481 | +20% |
|
9
Fidelity Investments
Boston,
Massachusetts
| $26 | +$25 | +1 | New |
|
|
SIS
10
Sound Income Strategies
Ft Lauderdale,
Florida
| $13 | – | – | – |
|
WTBN Hedge Fund Activity: Q3 2025 in Review
10 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bianco Total Return Fund (WTBN) for Q3 2025, worth a combined $66.3M — up 270% from $17.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WTBN positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $46M. The largest seller was Lionsbridge Wealth Management, cutting an estimated $92.8K.
- 10 institutional investors held WisdomTree Bianco Total Return Fund (WTBN) as of Q3 2025, up from 7 in Q2 2025.
- Funds reported $66.3M of WisdomTree Bianco Total Return Fund stock for Q3 2025, up 270% quarter-over-quarter.
- 3 funds opened new WisdomTree Bianco Total Return Fund positions in Q3 2025 and 0 closed out, a net change of +3 holders.
- The largest WisdomTree Bianco Total Return Fund buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $46M added.
- The largest WisdomTree Bianco Total Return Fund seller in Q3 2025 was Lionsbridge Wealth Management, an estimated $92.8K sold.
Based on aggregated 13F filings for Q3 2025.