CA
WCBR

Calton & Associates’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Calton & Associates’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
-7,400
Closed -$206K – 499
2025
Q4 		$206K Buy
+7,400
New +$224K 0.03% 423

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

Calton & Associates's WCBR Position: Q1 2026 in Review

Calton & Associates sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2026, closing a stake of 7,400 shares — an estimated $206K sold.

Calton & Associates first reported a position in WCBR in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

  • Calton & Associates reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2026 after selling out during the quarter.
  • Calton & Associates sold 7,400 WisdomTree Cybersecurity Fund shares in Q1 2026, an estimated $206K.
  • Calton & Associates first reported a position in WisdomTree Cybersecurity Fund in Q4 2025 and held it in 1 quarter.
  • Calton & Associates's WisdomTree Cybersecurity Fund position peaked at $206K in Q4 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.