IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wisdomtree Cybersecurity FND (WCBR)

CUSIP: 97717Y659 | NYSE | 126 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Royal Fund Management, LLC229,386
0.8% of portfolio›$10.5M
Procyon Advisors, LLC82,997
0.2% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.33,498
0.0% of portfolio›$1.5K
B. Riley Wealth Advisors, Inc.32,581
0.1% of portfolio›$1.5M
Bison Wealth, LLC19,458
0.1% of portfolio›$943.1K
Avestar Capital, LLC17,940
0.1% of portfolio›$821.1K
Elevate Capital Advisors, LLC17,278
0.5% of portfolio›$790.8K
Creative Financial Designs Inc16,897
0.0% of portfolio›$773.4K
VestGen Advisors, LLC11,568
0.0% of portfolio›$529.5K
Creative Planning10,247
0.0% of portfolio›$469.0K
Halbert Hargrove Global Advisors, LLC8,600
0.0% of portfolio›$393.6K
Brown, Lisle Ings, Inc.7,450
0.1% of portfolio›$341.0K
Kuhn & Co Investment Counsel6,952
0.2% of portfolio›$318.2K
Atria Investments, Inc6,913
0.0% of portfolio›$316.4K
Meridian Financial Advisors, LLC6,570
0.1% of portfolio›$300.7K
Nations Financial Group Inc,5,100
0.0% of portfolio›$233.4K
Prime Capital Investment Advisors, LLC4,661
0.0% of portfolio›$213.3K
Interchange Capital Partners, LLC3,261
0.0% of portfolio›$244.7K
Signaturefd, LLC2,700
0.0% of portfolio›$123.6K
Bokf, NA1,000
0.0% of portfolio›$45.8K
Parallel Advisors, LLC991
0.0% of portfolio›$45.4K
Trust Co of Vermont575
0.0% of portfolio›$26.3K
Cedar Mountain Advisors, LLC500
0.0% of portfolio›$22.9K
Blue Bell Private Wealth Management, LLC400
0.0% of portfolio›$18.3K
Ares Financial Consulting, LLC379
0.0% of portfolio›$17.3K
Lanark Financial, Inc.313
0.0% of portfolio›$14.3K
Farther Finance Advisors, LLC294
0.0% of portfolio›$13.5K
Concord Wealth Partners210
0.0% of portfolio›$9.6K
Evolution Wealth Management Inc.202
0.0% of portfolio›$9.2K
Blue Trust, Inc.10
0.0% of portfolio›$436
Root Financial Partners, LLC6
0.0% of portfolio›$275
StyleTurnoverLocationFiled
Royal Fund Management, LLC
229,386$10.5M0.8%GrowthMediumLady Lake, FL2026-10-22
Procyon Advisors, LLC
82,997$3.8M0.2%CoreVery LowShelton, CT2026-10-21
Cambridge Investment Research Advisors, Inc.
33,498$1.5K0.0%ETFLowFairfield, IA2026-11-02
B. Riley Wealth Advisors, Inc.
32,581$1.5M0.1%GrowthLowMemphis, TN2026-10-13
Bison Wealth, LLC
19,458$943.1K0.1%GrowthMediumAtlanta, GA2026-10-13
Avestar Capital, LLC
17,940$821.1K0.1%GrowthLowNew York, NY2026-10-28
Elevate Capital Advisors, LLC
17,278$790.8K0.5%ValueHighEagle, CO2026-11-02
Creative Financial Designs Inc
16,897$773.4K0.0%ETFMediumKokomo, IN2026-11-04
VestGen Advisors, LLC
11,568$529.5K0.0%GrowthMediumChicago, IL2026-10-27
Creative Planning
10,247$469.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Halbert Hargrove Global Advisors, LLC
8,600$393.6K0.0%ETFLowLong Beach, CA2026-10-16
Brown, Lisle Ings, Inc.
7,450$341.0K0.1%CoreVery LowProvidence, RI2026-10-16
Kuhn & Co Investment Counsel
6,952$318.2K0.2%CoreLowChicago, IL2026-10-29
Atria Investments, Inc
6,913$316.4K0.0%CoreMediumCharlotte, NC2026-10-15
Meridian Financial Advisors, LLC
6,570$300.7K0.1%ETFVery LowHolliston, MA2026-10-14
Nations Financial Group Inc,
5,100$233.4K0.0%CoreLowCedar Rapids, IA2026-11-05
Prime Capital Investment Advisors, LLC
4,661$213.3K0.0%ETFLowOverland Park, KS2026-10-20
Interchange Capital Partners, LLC
3,261$244.7K0.0%GrowthLowPittsburgh, PA2026-10-28
Signaturefd, LLC
2,700$123.6K0.0%IndexLowAtlanta, GA2026-10-23
Bokf, NA
1,000$45.8K0.0%CoreLowTulsa, OK2026-10-27
Parallel Advisors, LLC
991$45.4K0.0%IndexLowSan Francisco, CA2026-11-03
Trust Co of Vermont
575$26.3K0.0%CoreVery LowBrattleboro, VT2026-10-21
Cedar Mountain Advisors, LLC
500$22.9K0.0%ETFVery LowLake Oswego, OR2026-10-15
Blue Bell Private Wealth Management, LLC
400$18.3K0.0%YieldVery LowBlue Bell, PA2026-10-29
Ares Financial Consulting, LLC
379$17.3K0.0%CoreLowCalabasas, CA2026-10-19
Lanark Financial, Inc.
313$14.3K0.0%CoreMediumBirmingham, AL2026-10-26
Farther Finance Advisors, LLC
294$13.5K0.0%IndexLowSan Francisco, CA2026-10-08
Concord Wealth Partners
210$9.6K0.0%GrowthLowAbingdon, VA2026-11-02
Evolution Wealth Management Inc.
202$9.2K0.0%ETFMediumFort Myers, FL2026-10-28
Blue Trust, Inc.
10$4360.0%ETFLowBrentwood, TN2026-10-15
Root Financial Partners, LLC
6$2750.0%ETFMediumEncinitas, CA2026-10-21