Mark Sheptoff Financial Planning’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Mark Sheptoff Financial Planning’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	$5.56K	Hold	200	–	–	﹤0.01%	429
2025 Q4	$5.57K	Hold	200	–	–	﹤0.01%	422
2025 Q3	$6.28K	Hold	200	–	–	﹤0.01%	387
2025 Q2	$6.38K	Hold	200	–	–	﹤0.01%	380
2025 Q1	$5.42K	Hold	200	–	–	﹤0.01%	369
2024 Q4	$5.65K	Hold	200	–	–	﹤0.01%	358
2024 Q3	$5.09K	Hold	200	–	–	﹤0.01%	361
2024 Q2	$5.03K	Hold	200	–	–	﹤0.01%	362
2024 Q1	$5.13K	Hold	200	–	–	﹤0.01%	329
2023 Q4	$5.07K	Hold	200	–	–	﹤0.01%	324
2023 Q3	$4.09K	Hold	200	–	–	﹤0.01%	312
2023 Q2	$3.87K	Hold	200	–	–	﹤0.01%	324
2023 Q1	$3.68K	Hold	200	–	–	﹤0.01%	319
2022 Q4	$3.04K	Hold	200	–	–	﹤0.01%	332
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	318
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	315
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	347
2021 Q4	$5K	Hold	200	–	–	﹤0.01%	368
2021 Q3	$5K	Hold	200	–	–	﹤0.01%	345
2021 Q2	$5K	Hold	200	–	–	﹤0.01%	367
2021 Q1	$4K	Buy	+200	New	+$4.64K	﹤0.01%	332

Other funds holding WCBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Grange Capital Beaverton, Oregon $100M AUM 15.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Mark Sheptoff Financial Planning's WCBR Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its WisdomTree Cybersecurity Fund (WCBR) position steady in Q1 2026 at 200 shares worth $5.56K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Mark Sheptoff Financial Planning first reported a position in WCBR in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.38K in Q2 2025. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

Mark Sheptoff Financial Planning held 200 shares of WisdomTree Cybersecurity Fund worth $5.56K as of Q1 2026.
Mark Sheptoff Financial Planning left its WisdomTree Cybersecurity Fund share count unchanged in Q1 2026.
WisdomTree Cybersecurity Fund made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #429 holding.
Mark Sheptoff Financial Planning first reported a position in WisdomTree Cybersecurity Fund in Q1 2021 and has held it in 21 quarters since.
Mark Sheptoff Financial Planning's WisdomTree Cybersecurity Fund position peaked at $6.38K in Q2 2025.
49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.