SAM
WCBR

Smartleaf Asset Management’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Smartleaf Asset Management’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 		$154K Buy
6,393
+825
+15% +$21.5K 0.01% 900
2025
Q4 		$157K Buy
5,568
+165
+3% +$4.99K 0.01% 934
2025
Q3 		$172K Buy
5,403
+144
+3% +$4.44K 0.01% 790
2025
Q2 		$165K Buy
5,259
+288
+6% +$8.4K 0.01% 645
2025
Q1 		$137K Sell
4,971
-12
-0.2% -$355 0.01% 704
2024
Q4 		$142K Sell
4,983
-192
-4% -$5.32K 0.01% 671
2024
Q3 		$131K Buy
5,175
+9
+0.2% +$225 0.02% 626
2024
Q2 		$129K Sell
5,166
-116
-2% -$2.83K 0.02% 502
2024
Q1 		$134K Sell
5,282
-728
-12% -$19.1K 0.03% 454
2023
Q4 		$154K Buy
+6,010
New +$132K 0.04% 358

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