KCIC
WCBR

Kuhn & Co Investment Counsel’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Kuhn & Co Investment Counsel’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 		$252K Buy
+6,952
New +$206K 0.15% 130
2025
Q4 		– Sell
-6,952
Closed -$218K – 147
2025
Q3 		$218K Buy
+6,952
New +$214K 0.17% 119

Other funds holding WCBR

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ECA
Elevate Capital Advisors Eagle, Colorado $182M AUM 16.92% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
MF
Meridian Financial Holliston, Massachusetts $208M AUM 21.52% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
OPWM
Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Kuhn & Co Investment Counsel's WCBR Position: Q2 2026 in Review

Kuhn & Co Investment Counsel opened a new position in WisdomTree Cybersecurity Fund (WCBR) in Q2 2026: 6,952 shares worth $252K. The stake represents 0.15% of the portfolio and ranks #130 among its holdings. This is a return to the name: Kuhn & Co Investment Counsel previously reported a position in WCBR as recently as Q3 2025.

Kuhn & Co Investment Counsel first reported a position in WCBR in Q3 2025 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

  • Kuhn & Co Investment Counsel held 6,952 shares of WisdomTree Cybersecurity Fund worth $252K as of Q2 2026.
  • WisdomTree Cybersecurity Fund was a new Kuhn & Co Investment Counsel position in Q2 2026.
  • WisdomTree Cybersecurity Fund made up 0.15% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #130 holding.
  • Kuhn & Co Investment Counsel first reported a position in WisdomTree Cybersecurity Fund in Q3 2025 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.