LPL Financial
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LPL Financial’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

LPL Financial’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
Q3 		$3.1M Buy
67,688
+6,935
+11% +$280K ﹤0.01% 3326
2026
Q2 		$2.2M Sell
60,753
-15,332
-20% -$455K ﹤0.01% 3647
2026
Q1 		$1.9M Sell
76,085
-113,125
-60% -$2.95M ﹤0.01% 3565
2025
Q4 		$5.27M Sell
189,210
-15,215
-7% -$460K ﹤0.01% 2492
2025
Q3 		$6.41M Buy
204,425
+88,897
+77% +$2.74M ﹤0.01% 2254
2025
Q2 		$3.69M Sell
115,528
-71,317
-38% -$2.08M ﹤0.01% 2558
2025
Q1 		$5.06M Buy
186,845
+114,561
+158% +$3.39M ﹤0.01% 2135
2024
Q4 		$2.04M Sell
72,284
-11,840
-14% -$328K ﹤0.01% 2845
2024
Q3 		$2.14M Sell
84,124
-1,507
-2% -$37.6K ﹤0.01% 2665
2024
Q2 		$2.15M Buy
85,631
+987
+1% +$24.1K ﹤0.01% 2531
2024
Q1 		$2.17M Buy
84,644
+45,834
+118% +$1.2M ﹤0.01% 2477
2023
Q4 		$985K Buy
38,810
+18,581
+92% +$408K ﹤0.01% 3063
2023
Q3 		$413K Buy
20,229
+635
+3% +$12.7K ﹤0.01% 3638
2023
Q2 		$380K Buy
19,594
+5,078
+35% +$93.4K ﹤0.01% 3672
2023
Q1 		$267K Sell
14,516
-184
-1% -$3.12K ﹤0.01% 3832
2022
Q4 		$224K Buy
+14,700
New +$237K ﹤0.01% 3904

Other funds holding WCBR

Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
B. Riley Wealth Advisors
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
Avestar Capital
Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return
Elevate Capital Advisors
Elevate Capital Advisors Eagle, Colorado $174M AUM 12.7% 1-Year Est. Return

LPL Financial's WCBR Position: Q3 2026 in Review

LPL Financial increased its WisdomTree Cybersecurity Fund (WCBR) stake by 11% in Q3 2026, buying an estimated $280K and bringing the position to 67,688 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #3326.

LPL Financial first reported a position in WCBR in Q4 2022 and has held it in 16 quarters since. The position peaked at $6.41M in Q3 2025. 61 funds tracked by Wall St. Rank hold WCBR as of Q3 2026.

  • LPL Financial held 67,688 shares of WisdomTree Cybersecurity Fund worth $3.1M as of Q3 2026.
  • LPL Financial bought 6,935 WisdomTree Cybersecurity Fund shares in Q3 2026, an estimated $280K.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3326 holding.
  • LPL Financial first reported a position in WisdomTree Cybersecurity Fund in Q4 2022 and has held it in 16 quarters since.
  • LPL Financial's WisdomTree Cybersecurity Fund position peaked at $6.41M in Q3 2025.
  • 61 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.