NWAM LLC’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

NWAM LLC’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	$274K	Buy	+5,977	New	+$241K	0.01%	591
2026 Q1	–	Sell	-29,702	Closed	-$828K	–	674
2025 Q4	$828K	Buy	29,702 +6,877	+30%	+$208K	0.05%	305
2025 Q3	$734K	Sell	22,825 -28,779	-56%	-$888K	0.04%	338
2025 Q2	$1.6M	Buy	51,604 +25,114	+95%	+$732K	0.09%	203
2025 Q1	$718K	Buy	26,490 +864	+3%	+$25.5K	0.06%	252
2024 Q4	$724K	Buy	25,626 +6,642	+35%	+$184K	0.04%	315
2024 Q3	$483K	Buy	+18,984	New	+$474K	0.03%	387

Other funds holding WCBR

Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

NWAM LLC's WCBR Position: Q3 2026 in Review

NWAM LLC opened a new position in WisdomTree Cybersecurity Fund (WCBR) in Q3 2026: 5,977 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #591 among its holdings. This is a return to the name: NWAM LLC previously reported a position in WCBR as recently as Q4 2025.

NWAM LLC first reported a position in WCBR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q2 2025. 61 funds tracked by Wall St. Rank hold WCBR as of Q3 2026.

NWAM LLC held 5,977 shares of WisdomTree Cybersecurity Fund worth $274K as of Q3 2026.
WisdomTree Cybersecurity Fund was a new NWAM LLC position in Q3 2026.
WisdomTree Cybersecurity Fund made up 0.01% of NWAM LLC's portfolio in Q3 2026, its #591 holding.
NWAM LLC first reported a position in WisdomTree Cybersecurity Fund in Q3 2024 and has held it in 7 quarters since.
NWAM LLC's WisdomTree Cybersecurity Fund position peaked at $1.6M in Q2 2025.
61 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q3 2026.

Based on NWAM LLC's 13F filing for Q3 2026, filed 9 Nov 2026.