WCBRWISDOMTREE TR
CUSIP 97717Y659 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (WCBR) has 48 institutional holders in Filings Flow’s 13F database, together reporting 709.7K shares worth $18M as of Q1 2026. The largest reported holders are Procyon Advisors, LLC, Bank Of America Corp /De/, and Lpl Financial LLC.
Institutional Holders
48
Q1 2026
Reported Value
$18M
Ticker
WCBR
Quarters Tracked
6
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Grange Capital, LLC$100M AUM | 1.35% | $1M | 54.2K | Q1 2026OLDER |
| Kuhn & Co Investment Counsel$155M AUM | 0.17% | $218,143 | 7.0K | Q3 2025OLDER |
| Procyon Advisors, LLC$2.3B AUM | 0.13% | $3M | 85.7K | Q2 2026 |
| NWAM LLC$1.7B AUM | 0.09% | $2M | 51.6K | Q4 2025OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.09% | $1M | 56.7K | Q1 2026OLDER |
| Demars Financial Group, LLC$304M AUM | 0.07% | $208,729 | 6.7K | Q3 2025OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.07% | $764,497 | 19.8K | Q2 2026 |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.05% | $185,842 | 7.5K | Q1 2026OLDER |
| CALTON & ASSOCIATES, INC.$696M AUM | 0.03% | $206,115 | 7.4K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.02% | $407,679 | 16.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.02% | $571,864 | 22.9K | Q1 2026OLDER |
| Rise Advisors, LLC$284M AUM | 0.02% | $50,263 | 1.6K | Q3 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.01% | $21,407 | 858 | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 0.01% | $214,775 | 8.6K | Q1 2026OLDER |
| Ares Financial Consulting, LLC$139M AUM | 0.01% | $13,727 | 379 | Q2 2026 |
| Boreal Capital Management LLC$123M AUM | 0.01% | $9,331 | 335 | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.01% | $170,658 | 6.1K | Q4 2025OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.01% | $153,997 | 6.4K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.00% | $367,218 | 14.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $324,412 | 13.0K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $5,039 | 202 | Q1 2026OLDER |
| Cedar Mountain Advisors, LLC$581M AUM | 0.00% | $18,114 | 500 | Q2 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC$189M AUM | 0.00% | $5,557 | 200 | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $214,536 | 6.8K | Q3 2025OLDER |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$696M AUM | 0.00% | $9,978 | 400 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $1M | 48.8K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $67,352 | 2.7K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 48.4K | Q1 2026OLDER |
| Aventura Private Wealth, LLC$273M AUM | 0.00% | $2,495 | 100 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $41,259 | 1.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $7,807 | 313 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 76.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $24,724 | 991 | Q2 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $396,280 | 15.9K | Q1 2026OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $24,945 | 1.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $204,625 | 8.2K | Q1 2026OLDER |
| HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM | 0.00% | $7,109 | 285 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $144,967 | 5.8K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $1,393 | 50 | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 94.9K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 42.1K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $9,232 | 370 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $362,928 | 14.5K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $416,360 | 16.7K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $7,399 | 294 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $447,467 | 17.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $14,971 | 600 | Q2 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $44,902 | 1.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $2,495 | 100 | Q1 2026OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $111 | 4 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $2,445 | 98 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1,247 | 50 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $15,000 | 524 | Q3 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $446 | 16 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,363 | 215 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1,172 | 47 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2,220 | 89 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $5,334 | 214 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2,814 | 101 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $49 | 2 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $139 | 5 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.