SF
WCBR

Summit Financial’s WisdomTree Cybersecurity Fund WCBR Stock Holding History

Summit 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
2026
Q1 		$324K Sell
13,005
-200
-2% -$5.21K ﹤0.01% 1157
2025
Q4 		$368K Hold
13,205
– – 0.01% 1000
2025
Q3 		$414K Buy
+13,205
New +$407K 0.01% 948

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 $108M AUM 18.7% 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

Summit Financial's WCBR Position: Q1 2026 in Review

Summit Financial reduced its WisdomTree Cybersecurity Fund (WCBR) stake by 1.5% in Q1 2026, selling an estimated $5.21K and leaving 13,005 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1157.

Summit Financial first reported a position in WCBR in Q3 2025 and has held it in 3 quarters since. The position peaked at $414K in Q3 2025. 49 funds tracked by Wall St. Rank hold WCBR as of Q1 2026.

  • Summit Financial held 13,005 shares of WisdomTree Cybersecurity Fund worth $324K as of Q1 2026.
  • Summit Financial sold 200 WisdomTree Cybersecurity Fund shares in Q1 2026, an estimated $5.21K.
  • WisdomTree Cybersecurity Fund made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1157 holding.
  • Summit Financial first reported a position in WisdomTree Cybersecurity Fund in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's WisdomTree Cybersecurity Fund position peaked at $414K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.