Concord Wealth Partners’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Concord Wealth Partners’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	$1.81K	Buy	+50	New	+$1.48K	﹤0.01%	748
2026 Q1	–	Sell	-50	Closed	-$1.39K	–	785
2025 Q4	$1.39K	Hold	50	–	–	﹤0.01%	718
2025 Q3	$1.57K	Hold	50	–	–	﹤0.01%	723
2025 Q2	$1.6K	Hold	50	–	–	﹤0.01%	738
2025 Q1	$1.35K	Hold	50	–	–	﹤0.01%	711
2024 Q4	$1.41K	Hold	50	–	–	﹤0.01%	751
2024 Q3	$1.27K	Hold	50	–	–	﹤0.01%	800
2024 Q2	$1.26K	Hold	50	–	–	﹤0.01%	707
2024 Q1	$1.28K	Hold	50	–	–	﹤0.01%	781
2023 Q4	$1.27K	Hold	50	–	–	﹤0.01%	747
2023 Q3	$1.02K	Hold	50	–	–	﹤0.01%	939
2023 Q2	$969	Hold	50	–	–	﹤0.01%	953
2023 Q1	$920	Hold	50	–	–	﹤0.01%	904
2022 Q4	$761	Buy	+50	New	+$806	﹤0.01%	1119
2022 Q3	–	Sell	-50	Closed	-$1K	–	1151
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	1212
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	1262
2021 Q4	$1K	Buy	+50	New	+$1.37K	﹤0.01%	1275
2021 Q3	–	Sell	-50	Closed	-$1K	–	1041
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	1017
2021 Q1	$1K	Buy	+50	New	+$1.16K	﹤0.01%	971

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

CFD

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

HHGA

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

OPWM

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

BCWM

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

Concord Wealth Partners's WCBR Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in WisdomTree Cybersecurity Fund (WCBR) in Q2 2026: 50 shares worth $1.81K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WCBR as recently as Q4 2025.

Concord Wealth Partners first reported a position in WCBR in Q1 2021 and has held it in 19 quarters since. 17 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

Concord Wealth Partners held 50 shares of WisdomTree Cybersecurity Fund worth $1.81K as of Q2 2026.
WisdomTree Cybersecurity Fund was a new Concord Wealth Partners position in Q2 2026.
WisdomTree Cybersecurity Fund made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #748 holding.
Concord Wealth Partners first reported a position in WisdomTree Cybersecurity Fund in Q1 2021 and has held it in 19 quarters since.
17 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.