WTBN Institutional Ownership & Shareholders
WISDOMTREE BIANCO TR FUND (WTBN) is currently held by 12 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $100.38M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $54.95M, representing an estimated loss of -3.18% 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
$100.38M
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
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Thrivent Financial For Lutherans | 0.10% | 2,256,946 | $56,759,000 | $54,954,830 | -$1,804,170 | -3.18% | |
| Lpl Financial Llc | 0.00% | 425,551 | $10,702,088 | $10,361,826 | -$340,262 | -3.18% | |
| &Partners | 0.03% | 314,141 | $7,915,000 | $7,649,082 | -$265,918 | -3.36% | |
| Envestnet Asset Management Inc | 0.00% | 308,952 | $7,769,763 | $7,522,734 | -$247,029 | -3.18% | |
| Willow Financial Llc | 6.32% | 244,202 | $6,216,162 | $5,946,123 | -$270,039 | -4.34% | |
| Park Edge Advisors, Llc | 1.13% | 220,311 | $5,275,920 | $5,364,397 | +$88,477 | +1.68% | |
| Lionsbridge Wealth Management Llc | 2.07% | 77,462 | $1,855,029 | $1,886,138 | +$31,109 | +1.68% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 60,488 | $1,521,201 | $1,472,834 | -$48,367 | -3.18% | |
| Royal Bank Of Canada | 0.00% | 45,228 | $1,137,000 | $1,101,266 | -$35,734 | -3.14% | |
| Hilltop National Bank | 0.12% | 23,103 | $553,261 | $562,540 | +$9,279 | +1.68% | |
| Raymond James Financial Inc | 0.00% | 13,531 | $340,288 | $329,469 | -$10,819 | -3.18% | |
| Forthright Wealth Management, Llc | 0.08% | 13,142 | $330,506 | $319,997 | -$10,509 | -3.18% |
Frequently asked questions about WTBN
Who are the largest institutional holders of WTBN?
The largest institutional holders of WTBN reported in the latest SEC Form 13F filings include Thrivent Financial For Lutherans, Lpl Financial Llc, &Partners, Envestnet Asset Management Inc, and Willow Financial Llc. InsiderSet ranks institutional holders by their latest reported WTBN position.
What is WTBN institutional ownership?
This page tracks WTBN positions reported by institutional investment managers through SEC Form 13F. WISDOMTREE BIANCO TR FUND (WTBN) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own WTBN?
InsiderSet currently tracks 12 institutional managers reporting WTBN holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of WTBN shareholders.
How much WTBN stock do institutions own?
Institutional investment managers disclosed approximately $100.38M in WTBN holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was WTBN institutional ownership last updated?
The latest WTBN institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional WTBN holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its WTBN position after the reporting date.
Are institutions buying or selling WTBN?
Institutional buying and selling can be analyzed by comparing WTBN positions across consecutive 13F reporting periods. InsiderSet's WTBN Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View WTBN ownership changes.
How has WTBN institutional ownership changed over time?
InsiderSet tracks WTBN institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.