Who Owns WisdomTree Bianco Total Return Fund (WTBN)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$4.900060006000441e+26T
% of Float Held
—
QoQ Change in Holders
+7 / -2
Price History
WTBN — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +1.9M | +$49.0M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +249K | +$6.0M |
| Sanchez Wealth Management Group | New Position | +169K | +$4.3M |
| Lionsbridge Wealth Management LLC | New Position | +91K | +$2.3M |
| ROYAL BANK OF CANADA | New Position | +45K | +$1.0M |
| Hilltop National Bank | New Position | +23K | +$588K |
| JANE STREET GROUP, LLC | New Position | +10K | +$0 |
| Sound Income Strategies, LLC | Increased | +128 | +$-10K |
| Park Edge Advisors, LLC | Increased | +3K | +$-4.3B |
| &PARTNERS | Increased | +8K | +$-6.4B |
WTBN — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JPMORGAN CHASE & CO | Closed Position | -3K | -$75.0M |
| FMR LLC | Closed Position | -1 | -$26K |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | THRIVENT FINANCIAL FOR LUTHERANS | 1,937,278 | $49.0M | 0.09% | Share |
| 2 | &PARTNERS | 256,319 | $6.0M | 0.03% | Share |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 249,402 | $6.0M | 0.00% | Share |
| 4 | Park Edge Advisors, LLC | 172,885 | $4.4M | 1.00% | Share |
| 5 | Sanchez Wealth Management Group | 169,019 | $4.3M | 0.92% | Share |
| 6 | Lionsbridge Wealth Management LLC | 90,699 | $2.3M | 2.33% | Share |
| 7 | ROYAL BANK OF CANADA | 45,072 | $1.0M | 0.00% | Share |
| 8 | Hilltop National Bank | 23,103 | $588K | 0.14% | Share |
| 9 | Sound Income Strategies, LLC | 129 | $3K | 0.00% | Share |
| 10 | Steward Partners Investment Advisory, LLC | 20,561 | $0 | 0.00% | Share |
| 11 | JANE STREET GROUP, LLC | 9,872 | $0 | 0.00% | Share |
| 12 | RAYMOND JAMES FINANCIAL INC | 8,000 | $0 | 0.00% | Share |
WTBN Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $73.6M | +5 |
| Q3 2025 | 7 | $11.5B | -1 |
| Q2 2025 | 8 | $17.9B | +0 |
| Q1 2025 | 8 | $10.3B | -1 |
| Q4 2024 | 9 | $5.2B | +2 |
| Q3 2024 | 7 | $2.4T | +1 |
| Q2 2024 | 6 | $570.9B | +1 |
| Q1 2024 | 5 | $624.4B | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold WTBN (WisdomTree Bianco Total Return Fund). The largest holder is THRIVENT FINANCIAL FOR LUTHERANS with $49.0M in shares. This quarter, 7 institutions opened new positions and 2 closed their positions.
Frequently Asked Questions
How many hedge funds own WTBN?
As of Q4 2025, 12 institutional investors report holding WTBN (WisdomTree Bianco Total Return Fund) in their 13F filings.
Who is the largest institutional holder of WTBN?
The largest institutional holder of WTBN is THRIVENT FINANCIAL FOR LUTHERANS with $49.0M in shares.
Is institutional ownership of WTBN increasing or decreasing?
This quarter, 7 institutions opened new positions in WTBN and 2 closed their positions.