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Upturn AI SWOT - About
WisdomTree Bianco Total Return Fund (WTBN)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 2.38% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7210 | Beta - | 52 Weeks Range 23.44 - 25.43 | Updated Date 04/1/2025 |
52 Weeks Range 23.44 - 25.43 | Updated Date 04/1/2025 |
Upturn AI SWOT
WisdomTree Bianco Total Return Fund
ETF Overview
Overview
The WisdomTree Bianco Total Return Fund (GBAL) is an actively managed fixed income ETF that seeks to provide total return by investing primarily in investment-grade U.S. fixed income securities. It aims to outperform the Bloomberg US Aggregate Bond Index by utilizing a flexible and dynamic approach to duration, credit, and sector allocation.
Reputation and Reliability
WisdomTree is a well-established ETF provider known for its innovative and research-driven approach to investing.
Management Expertise
The fund's management team combines WisdomTree's ETF expertise with Bianco Research's fixed income investment knowledge.
Investment Objective
Goal
To provide total return by investing in a diversified portfolio of investment-grade U.S. fixed income securities.
Investment Approach and Strategy
Strategy: The fund is actively managed and does not track a specific index. It utilizes a flexible and dynamic approach to fixed income investing.
Composition The ETF primarily holds investment-grade U.S. fixed income securities, including government bonds, corporate bonds, and mortgage-backed securities.
Market Position
Market Share: Due to the highly competitive nature of the fixed-income ETF market with many broad and specialized funds, GBALu2019s market share is relatively small.
Total Net Assets (AUM): 59210000
Competitors
Key Competitors
- AGG
- LQD
- BND
- IEF
Competitive Landscape
The fixed income ETF market is highly competitive, with many established players. GBAL differentiates itself through its active management and focus on total return, offering a potential for outperformance compared to passively managed funds. However, active management also introduces risks related to the manager's investment decisions. The advantages of GBAL compared to other ETFs is that it is actively managed and can adapt to changing market conditions. The disadvantages are that it has a smaller AUM compared to other passive investment ETFs.
Financial Performance
Historical Performance: Historical performance data is available from WisdomTree and other financial data providers.
Benchmark Comparison: The fund's performance is typically compared to the Bloomberg US Aggregate Bond Index.
Expense Ratio: 0.25
Liquidity
Average Trading Volume
The average trading volume is relatively modest, and this can affect the ease of trading large blocks of shares.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions but is generally reasonable for an ETF of its size.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, and credit spreads significantly impact the performance of GBAL.
Growth Trajectory
The fund's growth trajectory depends on its ability to deliver consistent returns and attract investor interest in active fixed income management. Any changes to its strategy would be disclosed in its prospectus.
Moat and Competitive Advantages
Competitive Edge
GBAL's competitive edge lies in its active management and the expertise of Bianco Research. This allows the fund to adapt to changing market conditions and potentially outperform passive benchmarks. The dynamic allocation strategy across duration, credit, and sectors aims to generate alpha. However, active management success is not guaranteed, and historical outperformance is not indicative of future results.
Risk Analysis
Volatility
Fixed income funds, in general, have lower volatility than equity funds, however, GBAL's volatility will be affected by its active management strategy and its allocation decisions.
Market Risk
The fund is subject to interest rate risk, credit risk, and market risk associated with the fixed income market.
Investor Profile
Ideal Investor Profile
The ideal investor profile for GBAL is someone who wants a diversified bond ETF but also trusts the active management to deliver higher returns over time.
Market Risk
GBAL could suit for both long-term investors seeking income and total return and also active traders who believe in active management's ability to generate returns.
Summary
WisdomTree Bianco Total Return Fund is an actively managed fixed income ETF seeking total return through investment-grade U.S. bonds. It uses a dynamic strategy to outperform the Bloomberg US Aggregate Bond Index. The fund offers a potential for higher returns but has risks associated with active management. Its relatively small AUM and average trading volume are important considerations for investors. GBAL is best for those seeking active fixed income strategies.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
Sources and Disclaimers
Data Sources:
- WisdomTree
- Bloomberg
- Morningstar
- ETF.com
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.
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