Creative Planning
WCBR

Creative Planning’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Creative Planning’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
2025
Q1 		– Sell
-2,501
Closed -$70.7K – 3744
2024
Q4 		$70.7K Buy
+2,501
New +$69.3K ﹤0.01% 3204

Other funds holding WCBR

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $100M AUM 15.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Creative Planning's WCBR Position: Q1 2025 in Review

Creative Planning sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2025, closing a stake of 2,501 shares — an estimated $70.7K sold.

Creative Planning first reported a position in WCBR in Q4 2024 and held it in 1 quarter. The position peaked at $70.7K in Q4 2024. 45 funds tracked by Wall St. Rank hold WCBR as of Q1 2025.

  • Creative Planning reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 2,501 WisdomTree Cybersecurity Fund shares in Q1 2025, an estimated $70.7K.
  • Creative Planning first reported a position in WisdomTree Cybersecurity Fund in Q4 2024 and held it in 1 quarter.
  • Creative Planning's WisdomTree Cybersecurity Fund position peaked at $70.7K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.