Who Owns WisdomTree Bianco Total Return Fund (WTBN)?Hedge Fund & Institutional Holders
Institutional Holders
12
as of Q4 2025
Total Institutional Value
$4.4000004302000235e+44T
% of Float Held
—
QoQ Change in Holders
+7 / -2
Price History
WTBN — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Sanchez Wealth Management Group | New Position | +169K | +$4.3B |
| Lionsbridge Wealth Management LLC | New Position | +91K | +$2.3B |
| ROYAL BANK OF CANADA | New Position | +45K | +$1.0B |
| Hilltop National Bank | New Position | +23K | +$588.0M |
| THRIVENT FINANCIAL FOR LUTHERANS | New Position | +1.9M | +$49.0M |
| Park Edge Advisors, LLC | Increased | +3K | +$47.6M |
| ENVESTNET ASSET MANAGEMENT INC | New Position | +249K | +$6.0M |
| Sound Income Strategies, LLC | Increased | +128 | +$3.0M |
| JANE STREET GROUP, LLC | New Position | +10K | +$0 |
| &PARTNERS | Increased | +8K | +$-6.4B |
WTBN — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| JPMORGAN CHASE & CO | Closed Position | -3K | -$74.0M |
| FMR LLC | Closed Position | -1 | -$0 |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Park Edge Advisors, LLC | 172,885 | $4.4B | 1.00% | Share |
| 2 | Sanchez Wealth Management Group | 169,019 | $4.3B | 0.92% | Share |
| 3 | Lionsbridge Wealth Management LLC | 90,699 | $2.3B | 2.33% | Share |
| 4 | ROYAL BANK OF CANADA | 45,072 | $1.0B | 0.00% | Share |
| 5 | Hilltop National Bank | 23,103 | $588.0M | 0.14% | Share |
| 6 | THRIVENT FINANCIAL FOR LUTHERANS | 1,937,278 | $49.0M | 0.09% | Share |
| 7 | &PARTNERS | 256,319 | $6.0M | 0.03% | Share |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 249,402 | $6.0M | 0.00% | Share |
| 9 | Sound Income Strategies, LLC | 129 | $3.0M | 0.00% | Share |
| 10 | JANE STREET GROUP, LLC | 9,872 | $0 | 0.00% | Share |
| 11 | RAYMOND JAMES FINANCIAL INC | 8,000 | $0 | 0.00% | Share |
| 12 | Steward Partners Investment Advisory, LLC | 20,561 | $0 | 0.00% | Share |
WTBN Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 12 | $12.7B | +5 |
| Q3 2025 | 7 | $11.5B | -1 |
| Q2 2025 | 8 | $17.9B | +0 |
| Q1 2025 | 8 | $10.3B | -1 |
| Q4 2024 | 9 | $5.1B | +2 |
| Q3 2024 | 7 | $2.0T | +1 |
| Q2 2024 | 6 | $572.9M | +1 |
| Q1 2024 | 5 | $626.4M | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 12 institutional investors hold WTBN (WisdomTree Bianco Total Return Fund). The largest holder is Park Edge Advisors, LLC with $4.4B 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 Park Edge Advisors, LLC with $4.4B in shares.
Is institutional ownership of WTBN increasing or decreasing?
This quarter, 7 institutions opened new positions in WTBN and 2 closed their positions.