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WisdomTree Bianco Total Return Fund (WTBN)
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Upturn Advisory Summary
08/14/2025: WTBN (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.47% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 23.76 - 25.46 | Updated Date 06/30/2025 |
52 Weeks Range 23.76 - 25.46 | Updated Date 06/30/2025 |
Upturn AI SWOT
WisdomTree Bianco Total Return Fund
ETF Overview
Overview
The WisdomTree Bianco Total Return Fund is an actively managed fixed income ETF that aims to provide total return by investing primarily in investment-grade U.S. debt securities.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovation and smart beta strategies.
Management Expertise
The management team includes experienced fixed income professionals.
Investment Objective
Goal
To maximize total return, consistent with prudent investment management.
Investment Approach and Strategy
Strategy: Actively managed fixed income strategy focused on U.S. investment-grade debt securities.
Composition Primarily U.S. investment-grade bonds, but can also include other fixed income instruments.
Market Position
Market Share: Data Unavailable
Total Net Assets (AUM): Data Unavailable
Competitors
Key Competitors
- AGG
- BND
- LQD
Competitive Landscape
The fixed income ETF market is highly competitive. WTBN is relatively small compared to industry giants like AGG and BND. WTBN's active management aims to outperform passive benchmarks, but it comes with higher expense ratios and the risk of underperformance.
Financial Performance
Historical Performance: Data Unavailable
Benchmark Comparison: Data Unavailable
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The fund's liquidity is relatively low based on average trading volume compared to larger competitors.
Bid-Ask Spread
The bid-ask spread may be wider than more liquid ETFs, impacting trading costs.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth expectations can significantly impact WTBN's performance.
Growth Trajectory
Growth depends on the fund's ability to attract assets and generate competitive returns in various market conditions.
Moat and Competitive Advantages
Competitive Edge
WTBN's active management offers the potential for outperformance through strategic security selection and duration management. However, this depends on the manager's skill. Unlike passive funds, WTBN can adjust its holdings to capitalize on market inefficiencies. Its affiliation with Bianco Research offers unique insights, but whether they translate into returns remains to be seen.
Risk Analysis
Volatility
Volatility will depend on the interest rate sensitivity and credit risk of the underlying bond portfolio.
Market Risk
The fund is subject to interest rate risk, credit risk, and potentially inflation risk, depending on the composition of the portfolio.
Investor Profile
Ideal Investor Profile
Investors seeking actively managed fixed income exposure with the potential for higher returns than passive strategies.
Market Risk
Suitable for investors seeking income or diversification within a fixed income portfolio who are comfortable with active management risk.
Summary
The WisdomTree Bianco Total Return Fund is an actively managed fixed income ETF seeking to outperform passive benchmarks. It invests primarily in U.S. investment-grade debt and is subject to interest rate and credit risk. Its competitive edge relies on the manager's expertise and active strategy implementation. The fund may be appropriate for investors looking for income and potential capital appreciation within a diversified portfolio, but are comfortable with potential outperformance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree Website
- ETF.com
- Morningstar
Disclaimers:
Data and analysis are for informational purposes only and should not be considered investment advice. Market share is based on available data and may not be exact.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About WisdomTree Bianco Total Return Fund
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund primarily invests in the constituent exchange-traded funds ("ETF") of the index. The index, created by Bianco Research Advisors LLC, is composed of approximately 5 to 20 fixed income ETFs that are specifically selected and weighted using a modified market-capitalization weighting scheme to achieve specified factor exposures.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.