SAF
WCBR

Smith Anglin Financial’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Smith Anglin 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
2025
Q2 		$32.3M Sell
1,011,972
-8,150
-0.8% -$238K 2.92% 9
2025
Q1 		$27.6M Buy
1,020,122
+272,479
+36% +$8.05M 2.93% 8
2024
Q4 		$21.1M Buy
747,643
+45,733
+7% +$1.27M 1.98% 12
2024
Q3 		$17.9M Buy
701,910
+687,217
+4,677% +$17.2M 1.72% 13
2024
Q2 		$369K Buy
14,693
+5,064
+53% +$123K 0.04% 128
2024
Q1 		$247K Buy
+9,629
New +$252K 0.03% 159

Other funds holding WCBR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $100M AUM 15.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $1.74B AUM 32.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return