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
2026
Q2 		$369K Buy
+10,187
New +$302K ﹤0.01% 3417
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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Creative Planning's WCBR Position: Q2 2026 in Review

Creative Planning opened a new position in WisdomTree Cybersecurity Fund (WCBR) in Q2 2026: 10,187 shares worth $369K. The stake represents ﹤0.01% of the portfolio and ranks #3417 among its holdings. This is a return to the name: Creative Planning previously reported a position in WCBR as recently as Q4 2024.

Creative Planning first reported a position in WCBR in Q4 2024 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

  • Creative Planning held 10,187 shares of WisdomTree Cybersecurity Fund worth $369K as of Q2 2026.
  • WisdomTree Cybersecurity Fund was a new Creative Planning position in Q2 2026.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3417 holding.
  • Creative Planning first reported a position in WisdomTree Cybersecurity Fund in Q4 2024 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.