Vault-13

WISDOMTREE TR WCBR

CYBERSECURITY FD · ETP · CUSIP 97717Y659

52 institutional holders +3 vs Q1 2026
570,358570.4k shares reported held*
$20.7mreported value*
11 new 11 added 10 reduced 5 sold out net sold ≈ $2.7m (-75.7k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $36.29.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 29Q4 22: 35Q1 23: 28Q2 23: 32Q3 23: 29Q4 23: 36Q1 24: 53Q2 24: 50Q3 24: 45Q4 24: 43Q1 25: 47Q2 25: 50Q3 25: 48Q4 25: 51Q1 26: 49Q2 26: 5252Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202229
Q4 202235
Q1 202328
Q2 202332
Q3 202329
Q4 202336
Q1 202453
Q2 202450
Q3 202445
Q4 202443
Q1 202547
Q2 202550
Q3 202548
Q4 202551
Q1 202649
Q2 202652

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 16 bought or addedQ3 24: 17 cut or sold outQ4 24: 11 bought or addedQ4 24: 21 cut or sold outQ4 24Q1 25: 18 bought or addedQ1 25: 15 cut or sold outQ2 25: 14 bought or addedQ2 25: 18 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 14 cut or sold outQ4 25: 19 bought or addedQ4 25: 15 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 20 cut or sold outQ2 26: 22 bought or addedQ2 26: 15 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241617
Q4 20241121
Q1 20251815
Q2 20251418
Q3 20252114
Q4 20251915
Q1 20261920
Q2 20262215

Biggest buyers

GTS SECURITIES LLC Added +28,477+28.5k
Elevate Capital Advisors, LLC New +11,055+11.1k
Creative Planning New +10,187+10.2k
Regal Investment Advisors LLC New +9,359+9.4k
Kuhn & Co Investment Counsel New +6,952+7.0k
FLOW TRADERS U.S. LLC New +6,917+6.9k
Meridian Financial Advisors, LLC New +6,670+6.7k
Atria Investments, Inc New +6,459+6.5k
Oxinas Partners, LLC New +6,168+6.2k
Quadrature Capital Ltd Added +5,530+5.5k

Biggest sellers

Grange Capital, LLC Sold out -54,244-54.2k
TWO SIGMA INVESTMENTS, LP Sold out -48,400-48.4k
BANK OF AMERICA CORP /DE/ Reduced -32,621-32.6k
LPL Financial LLC Reduced -15,332-15.3k
HighTower Advisors, LLC Reduced -15,219-15.2k
JANE STREET GROUP, LLC Reduced -8,205-8.2k
CITADEL ADVISORS LLC Reduced -6,770-6.8k
Procyon Advisors, LLC Reduced -1,036-1.0k
TopTier Wealth Management, LLC Sold out -858-858
Bison Wealth, LLC Reduced -564-564

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Procyon Advisors, LLC 0.13% of their portfolio SHELTON, CT 85,70885.7k $3.1m $3.1m 0.13% Reduced -1.0k -1,036
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 62,25862.3k $2.3m $2.3m 0.00% Reduced -32.6k -32,621
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 60,75360.8k $2.2m $2.2m 0.00% Reduced -15.3k -15,332
4 GTS SECURITIES LLC 0.04% of their portfolio NEW YORK, NY 51,40251.4k $1.9m $1.9m 0.04% Added +28.5k +28,477
5 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 35,30135.3k $1.3m $1.3m 0.00% Reduced -6.8k -6,770
6 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 33,53333.5k $1.2m $1.2m 0.00% Reduced -15.2k -15,219
7 Quadrature Capital Ltd 0.01% of their portfolio LONDON, X0 20,25120.3k $733.5k $733.5k 0.01% Added +5.5k +5,530
8 Bison Wealth, LLC 0.07% of their portfolio ATLANTA, GA 19,84519.8k $764.5k $764.5k 0.07% Reduced -564 -564
9 CREATIVE FINANCIAL DESIGNS INC /ADV 0.03% of their portfolio KOKOMO, IN 19,41019.4k $703.0k $703.0k 0.03% Added +3.1k +3,067
10 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,57618.6k $672.8k $672.8k 0.00% Added +2.7k +2,690
11 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,63417.6k $638.7k $638.7k 0.00% Added +943 +943
12 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,47915.5k $560.6k $560.6k 0.00% Added +930 +930
13 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 12,93112.9k $468.4k $468.4k 0.01% Reduced -74 -74
14 Elevate Capital Advisors, LLC 0.22% of their portfolio EAGLE, CO 11,05511.1k $400.4k $400.4k 0.22% New
15 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 10,18710.2k $369.0k $369.0k 0.00% New
16 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,7339.7k $352.5k $352.5k 0.00% Reduced -8.2k -8,205
17 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 9,3599.4k $339.0k $339.0k 0.02% New
18 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 9,2269.2k $334.2k $334.2k 0.00% Added +1.0k +1,023
19 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.01% of their portfolio LONG BEACH, CA 8,6108.6k $311.8k $311.8k 0.01% Unchanged
20 Kuhn & Co Investment Counsel 0.15% of their portfolio Chicago, IL 6,9527.0k $251.8k $251.8k 0.15% New
21 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 6,9176.9k $251.0k $251.0k 0.01% New
22 Meridian Financial Advisors, LLC 0.12% of their portfolio HOLLISTON, MA 6,6706.7k $241.6k $241.6k 0.12% New
23 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 6,4596.5k $233.9k $233.9k 0.00% New
24 Smartleaf Asset Management LLC 0.01% of their portfolio BOSTON, MA 6,3936.4k $225.0k $225.0k 0.01% Unchanged
25 Oxinas Partners, LLC 0.09% of their portfolio JEFFERSONVILLE, IN 6,1686.2k $223.4k $223.4k 0.09% New
26 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,8075.8k $210.3k $210.3k 0.00% Reduced -4 -4
27 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 2,7002.7k $97.8k $97.8k 0.00% Unchanged
28 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1,8001.8k $65.2k $65.2k 0.00% Unchanged
29 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1,6541.7k $59.9k $59.9k 0.00% Unchanged
30 BOKF, NA 0.00% of their portfolio TULSA, OK 1,0001.0k $36.2k $36.2k 0.00% Unchanged
31 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 991991 $35.9k $35.9k 0.00% Unchanged
32 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.00% of their portfolio CINCINNATI, OH 800800 $29.0k $29.0k 0.00% New
33 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 600600 $21.7k $21.7k 0.00% Unchanged
34 Cedar Mountain Advisors, LLC 0.00% of their portfolio LAKE OSWEGO, OR 500500 $18.1k $18.1k 0.00% Unchanged
35 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 400400 $14.5k $14.5k 0.00% Unchanged
36 Ares Financial Consulting, LLC 0.01% of their portfolio CALABASAS, CA 379379 $13.7k $13.7k 0.01% Added +75 +75
37 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 370370 $13.4k $13.4k 0.00% Unchanged
38 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 313313 $11.3k $11.3k 0.00% Unchanged
39 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 301301 $10.9k $10.9k 0.00% Added +299 +299
40 FMR LLC 0.00% of their portfolio BOSTON, MA 295295 $10.7k $10.7k 0.00% Added +81 +81
41 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 294294 $10.7k $10.7k 0.00% Unchanged
42 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 285285 $10.3k $10.3k 0.00% Unchanged
43 EVOLUTION WEALTH MANAGEMENT INC. 0.00% of their portfolio FORT MYERS, FL 202202 $7.3k $7.3k 0.00% Unchanged
44 MARK SHEPTOFF FINANCIAL PLANNING, LLC 0.00% of their portfolio GLASTONBURY, CT 200200 $7.2k $7.2k 0.00% Unchanged
45 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 190190 $6.7k $6.7k 0.00% New
46 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 100100 $3.6k $3.6k 0.00% Reduced -1 -1
47 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 100100 $3.6k $3.6k 0.00% Unchanged
48 Aventura Private Wealth, LLC 0.00% of their portfolio AVENTURA, FL 100100 $3.6k $3.6k 0.00% Unchanged
49 Concord Wealth Partners 0.00% of their portfolio ABINGDON, VA 5050 $1.8k $1.8k 0.00% New
50 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 5050 $1.8k $1.8k 0.00% Unchanged
51 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4747 $1.7k $1.7k 0.00% Unchanged
52 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 2020 $724 $724 0.00% Added +16 +16