We are live on ! Find out more
WTBN icon

WisdomTree Bianco Total Return Fund
WTBN

13 hedge funds and large institutions have $82.2M invested in WisdomTree Bianco Total Return Fund in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

30% more funds holding

Funds holding: 10 → 13 (+3)

24% more capital invested

Capital invested by funds: $66.3M → $82.2M (+$15.9M)

5.62% more ownership

Funds ownership: 88.72% → 94.34% (+5.6%)

Holders
13
Holders Change
+3
Holders Change %
+30%
% of All Funds
0.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
6
Reduced
–
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWMG
Sanchez Wealth Management Group
Florida
+$4.35M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.16M
4
HNB
Hilltop National Bank
Wyoming
+$594K
5
Jane Street
Jane Street
New York
+$254K

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$75K
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$26
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$49.4M +$3.46M +134,660 +7%
P
2
&Partners
Tennessee
$6.52M +$196K +7,621 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.35M +$173K +6,744 +3%
WF
4
Willow Financial
Arkansas
$6.22M +$6.28M +244,202 New
PEA
5
Park Edge Advisors
Ohio
$4.4M +$84.9K +3,301 +2%
SWMG
6
Sanchez Wealth Management Group
Florida
$4.3M +$4.35M +169,019 New
LWM
7
Lionsbridge Wealth Management
Florida
$2.31M +$99.3K +3,860 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.15M +$1.16M +45,072 New
HNB
9
Hilltop National Bank
Wyoming
$588K +$594K +23,103 New
SPIA
10
Steward Partners Investment Advisory
New York
$523K – – –
Jane Street
11
Jane Street
New York
$251K +$254K +9,872 New
Raymond James Financial
12
Raymond James Financial
Florida
$204K – – –
SIS
13
Sound Income Strategies
Florida
$3.29K +$3.29K +128 +12,800%
JP Morgan Chase
14
JP Morgan Chase
New York
– -$75K -2,921 Closed
Fidelity Investments
15
Fidelity Investments
Massachusetts
– -$26 -1 Closed

WTBN Hedge Fund Activity: Q4 2025 in Review

13 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Bianco Total Return Fund (WTBN) for Q4 2025, worth a combined $82.2M — up 24% from $66.3M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WTBN positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Sanchez Wealth Management Group, opening a new position worth an estimated $4.35M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $75K sold.

  • 13 institutional investors held WisdomTree Bianco Total Return Fund (WTBN) as of Q4 2025, up from 10 in Q3 2025.
  • Funds reported $82.2M of WisdomTree Bianco Total Return Fund stock for Q4 2025, up 24% quarter-over-quarter.
  • 5 funds opened new WisdomTree Bianco Total Return Fund positions in Q4 2025 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree Bianco Total Return Fund buyer in Q4 2025 was Sanchez Wealth Management Group, an estimated $4.35M added.
  • The largest WisdomTree Bianco Total Return Fund seller in Q4 2025 was JP Morgan Chase, an estimated $75K sold.

Based on aggregated 13F filings for Q4 2025.