Who owns WisdomTree Bianco Total Return Fund?
Institutional ownership of WTBN from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
9
13F holders
$31.8M
value, 2026 filers
80.8%
of shares outstanding (3.5M sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of WTBN's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Thrivent Financial for Lutherans | 2.3M | $56,759 | 0.1% | 51.8% | +6.3% |
| 2 | LPL Financial LLC | 425,551 | $10.7M | 0.0% | 9.8% | +1252.0% |
| 3 | &PARTNERS | 314,141 | $7.9M | 0.0% | 7.2% | +5.6% |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 308,952 | $7.8M | 0.0% | 7.1% | +6.0% |
| 5 | Lionsbridge Wealth Management LLC | 81,542 | $2.1M | 2.0% | 1.9% | -4.5% |
| 6 | Steward Partners Investment Advisory, LLC | 60,488 | $1.5M | 0.0% | 1.4% | -17.0% |
| 7 | ROYAL BANK OF CANADA | 45,228 | $1.1M | 0.0% | 1% | +0.3% |
| 8 | RAYMOND JAMES FINANCIAL INC | 13,531 | $340,288 | 0.0% | 0.3% | 0.0% |
| 9 | ForthRight Wealth Management, LLCNEW | 13,142 | $330,506 | 0.1% | 0.3% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.