WISDOMTREE BIANCO TR FUND (WTBN) Institutional Ownership Changes & 13F Activity
WISDOMTREE BIANCO TR FUND (WTBN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Willow Financial Llc, Sanchez Wealth Management Group, Thrivent Financial For Lutherans, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Thrivent Financial For Lutherans | Buy | +133,363 | +6.3% | 2,256,946 | $56.76M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +16,598 | +5.6% | 314,141 | $7.92M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +156 | +0.3% | 45,228 | $1.14M | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -12,367 | -17.0% | 60,488 | $1.52M | Q2 2026 | Aug 13, 2026 |
| Lpl Financial Llc | Buy | +394,076 | +1252.0% | 425,551 | $10.70M | Q2 2026 | Aug 07, 2026 |
| Forthright Wealth Management, Llc | Buy | +13,142 | — | 13,142 | $330.51K | Q2 2026 | Aug 07, 2026 |
| Lionsbridge Wealth Management Llc | Sell | -3,845 | -4.5% | 81,542 | $2.05M | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +17,437 | +6.0% | 308,952 | $7.77M | Q2 2026 | Aug 03, 2026 |
| Park Edge Advisors, Llc | Buy | +6,060 | +2.7% | 233,609 | $5.87M | Q2 2026 | Jul 13, 2026 |
| Western Wealth Management, Llc | Sell | -10,266 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Sanchez Wealth Management Group | Sell | -173,650 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 29, 2026 |
| Sound Income Strategies, Llc | Sell | -130 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 27, 2026 |
| Willow Financial Llc | Sell | -239,124 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 21, 2026 |
Frequently asked questions about WTBN activity
Which institutional owners are buying WTBN?
Institutional owners buying WTBN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in WTBN activity?
"Buy" means an investor increased their reported position in WTBN compared to the prior reporting period. This reflects growing exposure to WISDOMTREE BIANCO TR FUND (WTBN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in WTBN increasing?
Institutional interest in WTBN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.