PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 Q4	–	Sell	-108	Closed	-$3.39K	–	606
2025 Q3	$3.39K	Hold	108	–	–	﹤0.01%	455
2025 Q2	$3.45K	Hold	108	–	–	﹤0.01%	409
2025 Q1	$2.93K	Sell	108 -202	-65%	-$5.97K	﹤0.01%	403
2024 Q4	$8.76K	Hold	310	–	–	﹤0.01%	373
2024 Q3	$7.89K	Hold	310	–	–	﹤0.01%	306
2024 Q2	$7.79K	Hold	310	–	–	﹤0.01%	292
2024 Q1	$7.95K	Hold	310	–	–	0.01%	286
2023 Q4	$7.87K	Sell	310 -326	-51%	-$7.16K	0.01%	263
2023 Q3	$13K	Hold	636	–	–	0.01%	201
2023 Q2	$12.3K	Hold	636	–	–	0.01%	204
2023 Q1	$11.7K	Hold	636	–	–	0.01%	213
2022 Q4	$9.7K	Buy	+636	New	+$10.3K	0.01%	211

Other funds holding WCBR

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WCBR Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WisdomTree Cybersecurity Fund (WCBR) in Q4 2025, closing a stake of 108 shares — an estimated $3.39K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WCBR in Q4 2022 and held it in 12 quarters. The position peaked at $13K in Q3 2023. 51 funds tracked by Wall St. Rank hold WCBR as of Q4 2025.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WisdomTree Cybersecurity Fund position as of Q4 2025 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 108 WisdomTree Cybersecurity Fund shares in Q4 2025, an estimated $3.39K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Cybersecurity Fund in Q4 2022 and held it in 12 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree Cybersecurity Fund position peaked at $13K in Q3 2023.
51 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.