BCM
WCBR

Boreal Capital Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Boreal Capital 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 		– Sell
-335
Closed -$9.33K – 526
2025
Q4 		$9.33K Hold
335
– – 0.01% 356
2025
Q3 		$10.5K Hold
335
– – 0.01% 346
2025
Q2 		$10.7K Buy
+335
New +$9.77K 0.01% 340

Other funds holding WCBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $100M AUM 15.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Boreal Capital Management's WCBR Position: Q1 2026 in Review

Boreal Capital Management sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2026, closing a stake of 335 shares — an estimated $9.33K sold.

Boreal Capital Management first reported a position in WCBR in Q2 2025 and held it in 3 quarters. The position peaked at $10.7K in Q2 2025. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

  • Boreal Capital Management reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2026 after selling out during the quarter.
  • Boreal Capital Management sold 335 WisdomTree Cybersecurity Fund shares in Q1 2026, an estimated $9.33K.
  • Boreal Capital Management first reported a position in WisdomTree Cybersecurity Fund in Q2 2025 and held it in 3 quarters.
  • Boreal Capital Management's WisdomTree Cybersecurity Fund position peaked at $10.7K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.