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
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

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return