Blue Bell Private Wealth Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Blue Bell Private 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 Q1	$9.98K	Hold	400	–	–	﹤0.01%	571
2025 Q4	$11.1K	Hold	400	–	–	﹤0.01%	547
2025 Q3	$12.6K	Hold	400	–	–	﹤0.01%	527
2025 Q2	$12.8K	Hold	400	–	–	﹤0.01%	506
2025 Q1	$10.8K	Hold	400	–	–	﹤0.01%	508
2024 Q4	$11.3K	Hold	400	–	–	﹤0.01%	489
2024 Q3	$10.2K	Hold	400	–	–	﹤0.01%	525
2024 Q2	$10.1K	Hold	400	–	–	﹤0.01%	518
2024 Q1	$10.3K	Hold	400	–	–	﹤0.01%	518
2023 Q4	$10.1K	Hold	400	–	–	﹤0.01%	494
2023 Q3	$8.17K	Hold	400	–	–	﹤0.01%	447
2023 Q2	$7.75K	Hold	400	–	–	﹤0.01%	448
2023 Q1	$7.36K	Hold	400	–	–	﹤0.01%	418
2022 Q4	$6.09K	Hold	400	–	–	﹤0.01%	434
2022 Q3	$7K	Hold	400	–	–	﹤0.01%	428
2022 Q2	$7K	Hold	400	–	–	﹤0.01%	460
2022 Q1	$10K	Buy	+400	New	+$9.14K	﹤0.01%	418

Other funds holding WCBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Grange Capital Beaverton, Oregon $100M AUM 15.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Blue Bell Private Wealth Management's WCBR Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q1 2026 at 400 shares worth $9.98K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Blue Bell Private Wealth Management first reported a position in WCBR in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.8K in Q2 2025. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

Blue Bell Private Wealth Management held 400 shares of WisdomTree Cybersecurity Fund worth $9.98K as of Q1 2026.
Blue Bell Private Wealth Management left its WisdomTree Cybersecurity Fund share count unchanged in Q1 2026.
WisdomTree Cybersecurity Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #571 holding.
Blue Bell Private Wealth Management first reported a position in WisdomTree Cybersecurity Fund in Q1 2022 and has held it in 17 quarters since.
Blue Bell Private Wealth Management's WisdomTree Cybersecurity Fund position peaked at $12.8K in Q2 2025.
49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.