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Upturn AI SWOT - About
WisdomTree Bianco Total Return Fund (WTBN)
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Upturn Advisory Summary
10/24/2025: 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 5.33% | Avg. Invested days 60 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 ETF (NYSEARCA: WBTL) is an actively managed fixed income ETF that seeks to provide total return, primarily by investing in U.S. investment-grade debt securities. It aims to outperform the Bloomberg Barclays U.S. Aggregate Bond Index.
Reputation and Reliability
WisdomTree is a well-established ETF issuer known for its innovative and strategically weighted ETFs.
Management Expertise
The management team leverages Bianco Research, LLC's macroeconomic expertise and fixed income investment capabilities.
Investment Objective
Goal
To seek total return, primarily by investing in U.S. investment-grade debt securities.
Investment Approach and Strategy
Strategy: The fund is actively managed and does not track a specific index. It employs a macroeconomic-driven investment process.
Composition The ETF primarily holds U.S. investment-grade debt securities, including government bonds, corporate bonds, and mortgage-backed securities.
Market Position
Market Share: WBTL has a relatively small market share compared to larger fixed income ETFs.
Total Net Assets (AUM): 48697000
Competitors
Key Competitors
- AGG
- LQD
- IEF
- BND
Competitive Landscape
The fixed income ETF market is dominated by large, passively managed funds. WBTL differentiates itself through active management and a macroeconomic focus, potentially offering higher returns but also higher risk and fees. It competes with both passive index-tracking ETFs and other actively managed fixed income funds.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from financial data providers. This includes returns over 1, 3, 5, and 10-year periods.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg Barclays U.S. Aggregate Bond Index to assess its value-added through active management.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume should be evaluated to determine how easily the ETF shares can be bought and sold without significantly impacting the price.
Bid-Ask Spread
The bid-ask spread should be evaluated to understand transaction costs.
Market Dynamics
Market Environment Factors
WBTL's performance is influenced by interest rate movements, inflation expectations, credit spreads, and overall economic growth.
Growth Trajectory
WBTL's growth depends on its ability to attract assets by delivering competitive risk-adjusted returns. Strategy changes and holdings are updated regularly based on market conditions.
Moat and Competitive Advantages
Competitive Edge
WBTL's competitive edge lies in its active management and macroeconomic-driven investment process. Bianco Research's expertise in fixed income analysis and economic forecasting aims to provide a unique perspective and identify opportunities for outperformance. The fund's active approach allows it to adjust its portfolio based on changing market conditions. This differentiates it from passive index-tracking ETFs, which may not be as responsive to shifts in the economic landscape.
Risk Analysis
Volatility
WBTL's volatility should be assessed by analyzing its standard deviation and beta relative to its benchmark.
Market Risk
WBTL is subject to interest rate risk, credit risk, and inflation risk. Rising interest rates can negatively impact bond prices, while credit risk relates to the possibility of issuers defaulting on their debt obligations. Inflation erodes the purchasing power of fixed income investments.
Investor Profile
Ideal Investor Profile
The ideal investor for WBTL is someone seeking income and total return from fixed income investments who believes in the value of active management and is comfortable with potentially higher fees for the prospect of outperformance.
Market Risk
WBTL is suitable for long-term investors looking for diversification within their fixed income allocation. It may also appeal to active traders who seek to capitalize on short-term market opportunities.
Summary
The WisdomTree Bianco Total Return ETF (WBTL) is an actively managed fixed income ETF that aims to outperform its benchmark by using a macroeconomic-driven investment process. It primarily invests in U.S. investment-grade debt securities, offering diversification and potential for higher returns. However, it comes with higher fees and active management risks compared to passive alternatives. Investors should carefully consider their risk tolerance, investment goals, and understanding of active management before investing in WBTL.
Peer Comparison
Sources and Disclaimers
Data Sources:
- WisdomTree
- SEC Filings
- Bloomberg
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on your own research and consultation with a financial advisor. Past performance is not indicative of future results.
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.