EWM
WCBR

Evolution Wealth Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Evolution Wealth 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 		$5.04K Hold
202
– – ﹤0.01% 626
2025
Q4 		$5.63K Hold
202
– – ﹤0.01% 533
2025
Q3 		$6.34K Hold
202
– – 0.01% 415
2025
Q2 		$6.45K Buy
+202
New +$5.89K 0.01% 411

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

Evolution Wealth Management's WCBR Position: Q1 2026 in Review

Evolution Wealth Management held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q1 2026 at 202 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Evolution Wealth Management first reported a position in WCBR in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.45K in Q2 2025. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

  • Evolution Wealth Management held 202 shares of WisdomTree Cybersecurity Fund worth $5.04K as of Q1 2026.
  • Evolution Wealth Management left its WisdomTree Cybersecurity Fund share count unchanged in Q1 2026.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #626 holding.
  • Evolution Wealth Management first reported a position in WisdomTree Cybersecurity Fund in Q2 2025 and has held it in 4 quarters since.
  • Evolution Wealth Management's WisdomTree Cybersecurity Fund position peaked at $6.45K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.