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
Q2 		$468K Sell
12,931
-74
-0.6% -$2.2K 0.01% 1118
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

PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Financial's WCBR Position: Q2 2026 in Review

Summit Financial reduced its WisdomTree Cybersecurity Fund (WCBR) stake by 0.57% in Q2 2026, selling an estimated $2.2K and leaving 12,931 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #1118.

Summit Financial first reported a position in WCBR in Q3 2025 and has held it in 4 quarters since. 53 funds tracked by Wall St. Rank hold WCBR as of Q2 2026.

  • Summit Financial held 12,931 shares of WisdomTree Cybersecurity Fund worth $468K as of Q2 2026.
  • Summit Financial sold 74 WisdomTree Cybersecurity Fund shares in Q2 2026, an estimated $2.2K.
  • WisdomTree Cybersecurity Fund made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1118 holding.
  • Summit Financial first reported a position in WisdomTree Cybersecurity Fund in Q3 2025 and has held it in 4 quarters since.
  • 53 funds tracked by Wall St. Rank held WisdomTree Cybersecurity Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.