Envestnet Asset Management
WCBR

Envestnet Asset Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Envestnet Asset 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 		$416K Buy
16,691
+921
+6% +$24K ﹤0.01% 4059
2025
Q4 		$439K Buy
15,770
+281
+2% +$8.49K ﹤0.01% 3780
2025
Q3 		$486K Buy
15,489
+1,950
+14% +$60.1K ﹤0.01% 3780
2025
Q2 		$432K Buy
13,539
+97
+0.7% +$2.83K ﹤0.01% 3802
2025
Q1 		$364K Buy
13,442
+3,704
+38% +$109K ﹤0.01% 3811
2024
Q4 		$275K Sell
9,738
-6,361
-40% -$176K ﹤0.01% 3935
2024
Q3 		$410K Buy
16,099
+6,619
+70% +$165K ﹤0.01% 3643
2024
Q2 		$238K Buy
9,480
+195
+2% +$4.75K ﹤0.01% 3838
2024
Q1 		$238K Sell
9,285
-254
-3% -$6.65K ﹤0.01% 3856
2023
Q4 		$242K Buy
+9,539
New +$210K ﹤0.01% 3729

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