WISDOMTREE BIANCO TR FUND (WTBN) Institutional Shareholders

WISDOMTREE BIANCO TR FUND (WTBN) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $101.20M in WTBN holdings during the latest filing period.

Thrivent Financial For Lutherans is currently the largest disclosed institutional shareholder of WTBN tracked by InsiderSet, reporting ownership valued at approximately $56.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $54.99M, representing an estimated loss of -3.12% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed WTBN value among the investors covered in this analysis. Major shareholders include Thrivent Financial For Lutherans, Lpl Financial Llc, &Partners, and several other long-term asset managers with concentrated positions in WISDOMTREE BIANCO TR FUND (WTBN).

This page ranks the largest institutional WTBN shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

12

Total Reported Value

$101.20M

Largest Holder

Thrivent Financial For Lutherans

Largest Position

$56.76M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

16

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Thrivent Financial For Lutherans0.10%2,256,946$56,759,000$54,990,489-$1,768,511-3.12%
Lpl Financial Llc0.00%425,551$10,702,088$10,368,550-$333,538-3.12%
&Partners0.03%314,141$7,915,000$7,654,045-$260,955-3.30%
Envestnet Asset Management Inc0.00%308,952$7,769,763$7,527,615-$242,148-3.12%
Willow Financial Llc6.32%244,202$6,216,162$5,949,982-$266,180-4.28%
Park Edge Advisors, Llc1.25%233,609$5,874,986$5,691,883-$183,103-3.12%
Lionsbridge Wealth Management Llc2.01%81,542$2,050,683$1,986,771-$63,912-3.12%
Steward Partners Investment Advisory, Llc0.01%60,488$1,521,201$1,473,790-$47,411-3.12%
Royal Bank Of Canada0.00%45,228$1,137,000$1,101,980-$35,020-3.08%
Hilltop National Bank0.12%23,103$581,013$562,905-$18,108-3.12%
Raymond James Financial Inc0.00%13,531$340,288$329,683-$10,605-3.12%
Forthright Wealth Management, Llc0.08%13,142$330,506$320,205-$10,301-3.12%
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Frequently asked questions about WTBN

  • Who owns the most WTBN stock?

    The largest holders of WTBN are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for WISDOMTREE BIANCO TR FUND (WTBN).

  • Is WTBN widely held by superinvestors?

    Many widely followed stocks like WTBN appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WTBN is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.