Bartlett & Co Wealth Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WCBR Stock Details WCBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$29K	Buy	+800	New	+$23.8K	﹤0.01%	832

Other funds holding WCBR

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Bartlett & Co Wealth Management's WCBR Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in WisdomTree Cybersecurity Fund (WCBR) in Q2 2026: 800 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings.

17 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

Bartlett & Co Wealth Management held 800 shares of WisdomTree Cybersecurity Fund worth $29K as of Q2 2026.
WisdomTree Cybersecurity Fund was a new Bartlett & Co Wealth Management position in Q2 2026.
WisdomTree Cybersecurity Fund made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #832 holding.
17 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.