Steward Partners Investment Advisory’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Steward Partners Investment Advisory’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	$2.5K	Sell	100 -113	-53%	-$2.95K	﹤0.01%	3993
2025 Q4	$5.93K	Hold	213	–	–	﹤0.01%	3640
2025 Q3	$6.68K	Hold	213	–	–	﹤0.01%	3557
2025 Q2	$6.8K	Hold	213	–	–	﹤0.01%	3370
2025 Q1	$5.77K	Buy	213 +2	+0.9%	+$59	﹤0.01%	3336
2024 Q4	$5.96K	Hold	211	–	–	﹤0.01%	3304
2024 Q3	$5.37K	Hold	211	–	–	﹤0.01%	3165
2024 Q2	$5.3K	Hold	211	–	–	﹤0.01%	3023
2024 Q1	$5.41K	Sell	211 -100	-32%	-$2.62K	﹤0.01%	3017
2023 Q4	$7.89K	Buy	+311	New	+$6.83K	﹤0.01%	2800

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 $108M AUM 18.7% 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

Steward Partners Investment Advisory's WCBR Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree Cybersecurity Fund (WCBR) stake by 53% in Q1 2026, selling an estimated $2.95K and leaving 100 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3993.

Steward Partners Investment Advisory first reported a position in WCBR in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.89K in Q4 2023. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

Steward Partners Investment Advisory held 100 shares of WisdomTree Cybersecurity Fund worth $2.5K as of Q1 2026.
Steward Partners Investment Advisory sold 113 WisdomTree Cybersecurity Fund shares in Q1 2026, an estimated $2.95K.
WisdomTree Cybersecurity Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3993 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree Cybersecurity Fund in Q4 2023 and has held it in 10 quarters since.
Steward Partners Investment Advisory's WisdomTree Cybersecurity Fund position peaked at $7.89K in Q4 2023.
49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.