Osaic Holdings
WCBR

Osaic Holdings’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Osaic Holdings’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 		$145K Sell
5,811
-3,943
-40% -$103K ﹤0.01% 4412
2025
Q4 		$272K Sell
9,754
-3,440
-26% -$104K ﹤0.01% 3898
2025
Q3 		$410K Buy
13,194
+937
+8% +$28.9K ﹤0.01% 3594
2025
Q2 		$391K Sell
12,257
-2,116
-15% -$61.7K ﹤0.01% 3361
2025
Q1 		$390K Sell
14,373
-2,131
-13% -$63K ﹤0.01% 3087
2024
Q4 		$466K Buy
16,504
+2,705
+20% +$75K ﹤0.01% 2869
2024
Q3 		$351K Sell
13,799
-1,907
-12% -$47.6K ﹤0.01% 3190
2024
Q2 		$395K Sell
15,706
-11,459
-42% -$279K ﹤0.01% 2963
2024
Q1 		$697K Sell
27,165
-7,663
-22% -$201K ﹤0.01% 2664
2023
Q4 		$884K Buy
34,828
+17,614
+102% +$387K ﹤0.01% 2643
2023
Q3 		$352K Buy
17,214
+14,992
+675% +$300K ﹤0.01% 3549
2023
Q2 		$43K Buy
2,222
+1,700
+326% +$31.3K ﹤0.01% 5031
2023
Q1 		$9.6K Hold
522
– – ﹤0.01% 6005
2022
Q4 		$7.3K Sell
522
-3,645
-87% -$58.8K ﹤0.01% 6094
2022
Q3 		$70K Sell
4,167
-112
-3% -$2.13K ﹤0.01% 4656
2022
Q2 		$77K Sell
4,279
-186
-4% -$3.8K ﹤0.01% 4624
2022
Q1 		$110K Hold
4,465
– – ﹤0.01% 4524
2021
Q4 		$117K Buy
4,465
+15
+0.3% +$412 ﹤0.01% 4453
2021
Q3 		$115K Buy
4,450
+600
+16% +$15.8K ﹤0.01% 4411
2021
Q2 		$94K Hold
3,850
– – ﹤0.01% 4531
2021
Q1 		$82K Buy
+3,850
New +$89.3K ﹤0.01% 4516

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings's WCBR Position: Q1 2026 in Review

Osaic Holdings reduced its WisdomTree Cybersecurity Fund (WCBR) stake by 40% in Q1 2026, selling an estimated $103K and leaving 5,811 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #4412.

Osaic Holdings first reported a position in WCBR in Q1 2021 and has held it in 21 quarters since. The position peaked at $884K in Q4 2023. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

  • Osaic Holdings held 5,811 shares of WisdomTree Cybersecurity Fund worth $145K as of Q1 2026.
  • Osaic Holdings sold 3,943 WisdomTree Cybersecurity Fund shares in Q1 2026, an estimated $103K.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4412 holding.
  • Osaic Holdings first reported a position in WisdomTree Cybersecurity Fund in Q1 2021 and has held it in 21 quarters since.
  • Osaic Holdings's WisdomTree Cybersecurity Fund position peaked at $884K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.