LPL Financial
WCBR

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
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% -$3.13K ﹤0.01% 3832
2022
Q4 		$224K Buy
+14,700
New +$237K ﹤0.01% 3904

Other funds holding WCBR

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's WCBR Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree Cybersecurity Fund (WCBR) stake by 20% in Q2 2026, selling an estimated $455K and leaving 60,753 shares worth $2.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3647.

LPL Financial first reported a position in WCBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.41M in Q3 2025. 53 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

  • LPL Financial held 60,753 shares of WisdomTree Cybersecurity Fund worth $2.2M as of Q2 2026.
  • LPL Financial sold 15,332 WisdomTree Cybersecurity Fund shares in Q2 2026, an estimated $455K.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3647 holding.
  • LPL Financial first reported a position in WisdomTree Cybersecurity Fund in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's WisdomTree Cybersecurity Fund position peaked at $6.41M in Q3 2025.
  • 53 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.