BYRNE FINANCIAL FREEDOM, LLC WCLD — WISDOMTREE TR

Ownership history in BYRNE FINANCIAL FREEDOM, LLC  ·  4 quarters on record

AI Ownership Summary

BYRNE FINANCIAL FREEDOM, LLC reported WISDOMTREE TR (WCLD) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 1.94% in 2025 Q3. The latest visible filing shows WCLD at 1.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WCLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BYRNE FINANCIAL FREEDOM, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WCLD was reported at 1.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.94% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WCLD stock page BYRNE FINANCIAL FREEDOM, LLC fund profile BYRNE FINANCIAL FREEDOM, LLC full holdings
How BYRNE FINANCIAL FREEDOM, LLC held WCLD — position size vs. price
% of Fund (quarterly)    WCLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 118,958 +8,075 +7.3% 1.91% $4.2M 2026-02-04 $28.15
2025 Q3 ADDED — — — 110,883 +15,983 +16.8% 1.94% $3.9M 2025-11-14 $34.85
2025 Q2 ADDED — — — 94,900 +2,020 +2.2% 1.71% $3.4M 2025-08-14 $33.20
2025 Q1 INITIATED — — — 92,880 — — 1.55% $3.5M 2025-04-29 $33.18

🏢 Other funds also holding WCLD

As of 2026 Q1 — sorted by position size

Selective Wealth Management, Inc. 3Y 7Y 1.7% Endurance Services Ltd 1.63% Concentric Capital Strategies, LP 3Y 0.6% Clearwater Capital Advisors, LLC 3Y 7Y 0.58% FIRST COMMUNITY TRUST NA 3Y 0.27% Endowment Wealth Management, Inc. 3Y 0.23% Joseph P. Lucia & Associates, LLC 3Y 7Y 0.2% Osbon Capital Management LLC 0.19% Cypress Point Wealth Management, LLC 3Y 0.1% Curi Capital, LLC 3Y 7Y 0.09%

FAQ About BYRNE FINANCIAL FREEDOM, LLC and WCLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BYRNE FINANCIAL FREEDOM, LLC reported owning WCLD?

BYRNE FINANCIAL FREEDOM, LLC reported WCLD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported WCLD position in BYRNE FINANCIAL FREEDOM, LLC's portfolio?

The largest reported portfolio weight for WCLD was 1.94% in 2025 Q3.

What is the latest reported WCLD position on this page?

The most recent filing on this page is 2025 Q4, when BYRNE FINANCIAL FREEDOM, LLC reported 118,958 shares, equal to 1.91% of portfolio, with an estimated market value of $4.2M.

What does the chart on this WCLD ownership page compare?

The chart compares BYRNE FINANCIAL FREEDOM, LLC's quarterly WCLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BYRNE FINANCIAL FREEDOM, LLC time their WCLD position?

Based on 13F filing dates vs. subsequent WCLD price moves, BYRNE FINANCIAL FREEDOM, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on WCLD relative to SPY over the holding period was -39.5%.

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