Who owns WTBN?
Wisdomtree Bianco Fixed Income Total Return Fund · WisdomTree
11 institutions reported holding WTBN, worth $95.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WTBN
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Thrivent Financial for Lutherans | Minneapolis, MN | $56.8M | 2,256,946 | +133,363 shares |
| LPL Financial LLC | Fort Mill, SC | $10.7M | 425,551 | +394,076 shares |
| &Partners | Nashville, TN | $7.9M | 314,141 | +16,598 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.8M | 308,952 | +17,437 shares |
| Park Edge Advisors, LLC | Cleveland, OH | $5.9M | 233,609 | +6,060 shares |
| Lionsbridge Wealth Management LLC | Jacksonville Beach, FL | $2.1M | 81,542 | −3,845 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $1.5M | 60,488 | −12,367 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.1M | 45,228 | +156 shares |
| Hilltop National Bank | Casper, WY | $581K | 23,103 | No change |
| Raymond James Financial Inc. | St. Petersburg, FL | $340K | 13,531 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WTBN?
11 institutional managers reported holding WTBN in Form 13F filings for June 30, 2026, worth $95.0M in total. The largest reported position was held by Thrivent Financial for Lutherans, at $56.8M.
Did institutions buy or sell WTBN last quarter?
Reported 13F value rose 10.5% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WTBN ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.