&PARTNERS WTBN — WISDOMTREE TR

Ownership history in &PARTNERS  ·  7 quarters on record

AI Ownership Summary

&PARTNERS reported WISDOMTREE TR (WTBN) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q2. The latest visible filing shows WTBN at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTBN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was &PARTNERS's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WTBN was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WTBN stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held WTBN — position size vs. price
% of Fund (quarterly)    WTBN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 297,543 +41,224 +16.1% 0.04% $7.5M 2026-05-15 $25.01
2025 Q4 ADDED — — — 256,319 +7,621 +3.1% 0.03% $6.5M 2026-02-17 $25.53
2025 Q3 ADDED — — — 248,698 +27,205 +12.3% 0.04% $6.4M 2025-11-14 $25.15
2025 Q2 ADDED — — — 221,493 +99,718 +81.9% 0.04% $5.6M 2025-08-14 $24.71
2025 Q1 ADDED — — — 121,775 +30,179 +32.9% 0.03% $3.1M 2025-05-15 $24.12
2024 Q4 ADDED — — — 91,596 +10,169 +12.5% 0.03% $2.3M 2025-02-14 $23.91
2024 Q3 INITIATED — — — 81,427 — — 0.04% $2.1M 2024-11-14 $23.64

🏢 Other funds also holding WTBN

As of 2026 Q1 — sorted by position size

Willow Financial LLC 6.13% Lionsbridge Wealth Management LLC 3Y 2.17% Park Edge Advisors, LLC 3Y 1.33% Sanchez Wealth Management Group 3Y 7Y 0.95% Hilltop National Bank 0.14% THRIVENT FINANCIAL FOR LUTHERANS 3Y 7Y 0.1% Western Wealth Management, LLC 3Y 7Y 0.01% Steward Partners Investment Advisory, LLC 3Y 7Y 0.01% ENVESTNET ASSET MANAGEMENT INC 3Y 7Y 0.0% LPL Financial LLC 3Y 7Y 0.0%

FAQ About &PARTNERS and WTBN

These are the practical questions this page is built to answer before you even open the full history table.

How long has &PARTNERS reported owning WTBN?

&PARTNERS reported WTBN across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported WTBN position in &PARTNERS's portfolio?

The largest reported portfolio weight for WTBN was 0.04% in 2025 Q2.

What is the latest reported WTBN position on this page?

The most recent filing on this page is 2026 Q1, when &PARTNERS reported 297,543 shares, equal to 0.04% of portfolio, with an estimated market value of $7.5M.

What does the chart on this WTBN ownership page compare?

The chart compares &PARTNERS's quarterly WTBN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did &PARTNERS time their WTBN position?

Based on 13F filing dates vs. subsequent WTBN price moves, &PARTNERS correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on WTBN relative to SPY over the holding period was -11.4%.

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