IFG
WCBR

Independent Financial Group’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Independent Financial Group’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 		– Sell
-8,342
Closed -$232K – 1536
2025
Q4 		$232K Sell
8,342
-1,705
-17% -$51.5K 0.01% 1268
2025
Q3 		$315K Buy
10,047
+3,334
+50% +$103K 0.01% 1070
2025
Q2 		$214K Buy
+6,713
New +$196K 0.01% 1193

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

Independent Financial Group's WCBR Position: Q1 2026 in Review

Independent Financial Group sold out of WisdomTree Cybersecurity Fund (WCBR) in Q1 2026, closing a stake of 8,342 shares — an estimated $232K sold.

Independent Financial Group first reported a position in WCBR in Q2 2025 and held it in 3 quarters. The position peaked at $315K in Q3 2025. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

  • Independent Financial Group reported no remaining WisdomTree Cybersecurity Fund position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 8,342 WisdomTree Cybersecurity Fund shares in Q1 2026, an estimated $232K.
  • Independent Financial Group first reported a position in WisdomTree Cybersecurity Fund in Q2 2025 and held it in 3 quarters.
  • Independent Financial Group's WisdomTree Cybersecurity Fund position peaked at $315K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.