LPAM
WCBR

Lodestar Private Asset Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Lodestar Private 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
2025
Q3 		– Sell
-7,878
Closed -$251K – 231
2025
Q2 		$251K Hold
7,878
– – 0.03% 204
2025
Q1 		$213K Buy
+7,878
New +$233K 0.03% 211

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PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Bank of America
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SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 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

Lodestar Private Asset Management's WCBR Position: Q3 2025 in Review

Lodestar Private Asset Management sold out of WisdomTree Cybersecurity Fund (WCBR) in Q3 2025, closing a stake of 7,878 shares — an estimated $251K sold.

Lodestar Private Asset Management first reported a position in WCBR in Q1 2025 and held it in 2 quarters. The position peaked at $251K in Q2 2025. 47 funds tracked by Wall St. Rank hold WCBR as of Q3 2025.

  • Lodestar Private Asset Management reported no remaining WisdomTree Cybersecurity Fund position as of Q3 2025 after selling out during the quarter.
  • Lodestar Private Asset Management sold 7,878 WisdomTree Cybersecurity Fund shares in Q3 2025, an estimated $251K.
  • Lodestar Private Asset Management first reported a position in WisdomTree Cybersecurity Fund in Q1 2025 and held it in 2 quarters.
  • Lodestar Private Asset Management's WisdomTree Cybersecurity Fund position peaked at $251K in Q2 2025.
  • 47 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2025.

Based on Lodestar Private Asset Management's 13F filing for Q3 2025, filed 28 Oct 2025.