Question 1

How many shares of WTBN does &PARTNERS own?

Accepted Answer

As of 2026-Q2, &PARTNERS holds 314,141 shares of WTBN (WISDOMTREE TR).

Question 2

What is &PARTNERS's WTBN position worth?

Accepted Answer

As of 2026-Q2, &PARTNERS's WTBN position is worth $7.9M.

Question 3

Is &PARTNERS buying or selling WTBN?

Accepted Answer

In 2026-Q2, &PARTNERS increased their WTBN position (+5.6% change in shares).

Question 4

When did &PARTNERS first buy WTBN?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in WTBN in 2024-Q3. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	314,141	+5.6%	$7.9M	0.0%	$25.07	29
2026-Q1	Increased	297,543	+16.1%	$7.5M	0.0%	$24.95	32
2025-Q4	Increased	256,319	+3.1%	$6.5M	0.0%	$25.00	28
2025-Q3	Increased	248,698	+12.3%	$6.4M	0.0%	$24.82	31
2025-Q2	Increased	221,493	+81.9%	$5.6M	0.0%	$24.37	42
2025-Q1	Increased	121,775	+33.0%	$3.1M	0.0%	$23.96	34
2024-Q4	Increased	91,596	+12.5%	$2.3M	0.0%	$23.39	29
2024-Q3	New	81,427	-	$2.1M	0.0%	$23.91	36

WTBN8 quarters

WTBN
8 quarters