WCBR β€” WISDOMTREE TR

Ownership history in Smith Anglin Financial, LLC  Β·  6 quarters on record

AI Ownership Summary

Smith Anglin Financial, LLC reported WISDOMTREE TR (WCBR) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q2. Peak portfolio weight reached 2.93% in 2025 Q1. The latest visible filing shows WCBR at 2.92% 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 WCBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Smith Anglin Financial, 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 Q2

WCBR was reported at 2.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.93% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2025 Q2

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.

How Smith Anglin Financial, LLC held WCBR β€” position size vs. price
% of Fund (quarterly)    WCBR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 1,011,972 -8,150 -0.8% 2.92% $32.3M 2025-08-14 (Est.) $29.35
2025 Q1 ADDED 1,020,122 +272,479 +36.4% 2.93% $27.6M 2025-04-10 $26.21
2024 Q4 ADDED 747,643 +45,733 +6.5% 1.98% $21.1M 2025-01-14 $28.32
2024 Q3 ADDED 701,910 +687,217 +4677.2% 1.72% $17.9M 2024-10-07 $25.13
2024 Q2 ADDED 14,693 +5,064 +52.6% 0.04% $369K 2024-07-11 $25.09
2024 Q1 INITIATED 9,629 β€” β€” 0.03% $247K 2024-04-24 $25.07

FAQ About Smith Anglin Financial, LLC and WCBR

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

How long has Smith Anglin Financial, LLC reported owning WCBR?

Smith Anglin Financial, LLC reported WCBR across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q2.

What was the largest reported WCBR position in Smith Anglin Financial, LLC's portfolio?

The largest reported portfolio weight for WCBR was 2.93% in 2025 Q1.

What is the latest reported WCBR position on this page?

The most recent filing on this page is 2025 Q2, when Smith Anglin Financial, LLC reported 1,011,972 shares, equal to 2.92% of portfolio, with an estimated market value of $32.3M.

What does the chart on this WCBR ownership page compare?

The chart compares Smith Anglin Financial, LLC's quarterly WCBR 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.

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